Unclaimed Profile

Cynthia Rose Haddad

AFFINIA FINANCIAL GROUP, LLC·BURLINGTON, Massachusetts

SIE, 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

Career History

SEQUOIA FINANCIAL GROUP, L.L.C.

Sep 2023 – present

AFFINIA FINANCIAL GROUP, LLC

Aug 2019 – Sep 2023

BURLINGTON, MA

SHEPHERD FINANCIAL PARTNERS, LLC

Sep 2015 – Oct 2019

WINCHESTER, MA

SPECIAL NEEDS FINANCIAL PLANNING LLC

Feb 2007 – Jun 2011

WALTHAM, MA

LPL FINANCIAL LLC

Jan 2006 – Sep 2016

BURLINGTON, MA

BAY FINANCIAL ADVISORS, INC.

Feb 1996 – Aug 2011

WALTHAM, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · February 29, 1996

Years registered · 30

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AFFINIA FINANCIAL GROUP, LLC

CRD 304665 · SEC 801-116945

AUM

$363M

Regulatory assets under management

Employees

942 client accounts

Services offered by AFFINIA FINANCIAL GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at AFFINIA FINANCIAL GROUP, LLC →

Introduction

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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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