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William Robert Pfeiffer

NEW ENGLAND GUILD WEALTH ADVISORS, INC.·AVON, Connecticut
Clean recordNEW ENGLAND GUILD WEALTH ADVISORS, INC.
139 SIMSBURY ROAD, AVON, CT 06001CRD# 6129107Firm CRD# 106400

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Robert Pfeiffer · AVON, CT
Registration
CRD #6129107 · NEW ENGLAND GUILD WEALTH ADVISORS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

William Robert Pfeiffer is a registered financial advisor based in AVON, Connecticut, affiliated with NEW ENGLAND GUILD WEALTH ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
NEW ENGLAND GUILD WEALTH ADVISORS, INC.
NEW ENGLAND GUILD WEALTH ADVISORS, INC.
AUM
$397M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at NEW ENGLAND GUILD WEALTH ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6129107
Firm CRD# 106400
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Robert Pfeiffer offer?
William Robert Pfeiffer specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in AVON, Connecticut for a consultation.
What are William Robert Pfeiffer's credentials?
William Robert Pfeiffer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Robert Pfeiffer located?
William Robert Pfeiffer is based in AVON, Connecticut, working with NEW ENGLAND GUILD WEALTH ADVISORS, INC.. Their office serves clients in the AVON metropolitan area and surrounding communities.
How does William Robert Pfeiffer charge for services?
William Robert Pfeiffer's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NEW ENGLAND GUILD WEALTH ADVISORS, INC.?
NEW ENGLAND GUILD WEALTH ADVISORS, INC. has approximately 7 employees and manages $397M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at NEW ENGLAND GUILD WEALTH ADVISORS, INC.

Ernest Patrick Logue
AVON, CT
Eliot Penfield Williams
HARTFORD, CT
Brendan Francis Fitzgerald
AVON, CT
Harold Lilburn Rives
AVON, CT
Susan Mary Grayson
AVON, CT

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