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Julie Mcquiggan Siegel

GEOLOGIC RESOURCE PARTNERS LLC·BOSTON, Massachusetts
Clean recordGEOLOGIC RESOURCE PARTNERS LLC
535 BOYLSTON STREET, BOSTON, MA 02116CRD# 5845966Firm CRD# 139723

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Julie Mcquiggan Siegel · BOSTON, MA
Registration
CRD #5845966 · GEOLOGIC RESOURCE PARTNERS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Julie Mcquiggan Siegel is a registered financial advisor based in BOSTON, Massachusetts, affiliated with GEOLOGIC RESOURCE PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
GEOLOGIC RESOURCE PARTNERS LLC
GEOLOGIC RESOURCE PARTNERS LLC
AUM
$192M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at GEOLOGIC RESOURCE PARTNERS LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5845966
Firm CRD# 139723
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Julie Mcquiggan Siegel offer?
Julie Mcquiggan Siegel specializes in Retirement Planning. Contact their office in BOSTON, Massachusetts for a consultation.
What are Julie Mcquiggan Siegel's credentials?
Julie Mcquiggan Siegel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Julie Mcquiggan Siegel located?
Julie Mcquiggan Siegel is based in BOSTON, Massachusetts, working with GEOLOGIC RESOURCE PARTNERS LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Julie Mcquiggan Siegel charge for services?
Julie Mcquiggan Siegel's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GEOLOGIC RESOURCE PARTNERS LLC?
GEOLOGIC RESOURCE PARTNERS LLC is a registered investment adviser with the SEC, managing $192M in regulatory assets under management. See their Form ADV for full details.
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Research
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