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Cynthia Rose Haddad

AFFINIA FINANCIAL GROUP, LLC·BURLINGTON, Massachusetts
Series 7, Series 63CFPClean record30 years registeredAFFINIA FINANCIAL GROUP, LLC
80 BLANCHARD ROAD, BURLINGTON, MA 01803CRD# 2290950Firm CRD# 304665

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Cynthia Rose Haddad · BURLINGTON, MA
Registration
CRD #2290950 · AFFINIA FINANCIAL GROUP, LLC · 30 years registered
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Cynthia Rose Haddad is a registered financial advisor based in BURLINGTON, Massachusetts, affiliated with AFFINIA FINANCIAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

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03

Firm Overview

Firm
AFFINIA FINANCIAL GROUP, LLC
AFFINIA FINANCIAL GROUP, LLC
AUM
$363M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at AFFINIA FINANCIAL GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2290950
Firm CRD# 304665
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Cynthia Rose Haddad offer?
Cynthia Rose Haddad specializes in Financial Planning, Investment Management. Contact their office in BURLINGTON, Massachusetts for a consultation.
What are Cynthia Rose Haddad's credentials?
Cynthia Rose Haddad holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Cynthia Rose Haddad located?
Cynthia Rose Haddad is based in BURLINGTON, Massachusetts, working with AFFINIA FINANCIAL GROUP, LLC. Their office serves clients in the BURLINGTON metropolitan area and surrounding communities.
How does Cynthia Rose Haddad charge for services?
Cynthia Rose Haddad's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AFFINIA FINANCIAL GROUP, LLC?
AFFINIA FINANCIAL GROUP, LLC has approximately 10 employees and manages $363M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at AFFINIA FINANCIAL GROUP, LLC

Alexandria Morgan Dunn
BURLINGTON, MA
John William Nadworny
BURLINGTON, MA

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