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Georgia Guyott Bruggeman

MERIDIAN FINANCIAL, LLC·HOLLISTON, Massachusetts
Series 7Clean record24 years registeredMERIDIAN FINANCIAL, LLC
13 WATER STREET, HOLLISTON, MA 01746CRD# 1433089Firm CRD# 119679

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Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Georgia Guyott Bruggeman · HOLLISTON, MA
Registration
CRD #1433089 · MERIDIAN FINANCIAL, LLC · 24 years registered
Brand Profile
Not yet started
01

Career History

MERIDIAN FINANCIAL ADVISORS, LLC
Jul 2002 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Registration record
First registered · July 12, 2002
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MERIDIAN FINANCIAL, LLC
CRD 119679 · SEC 801-117452
AUM
$231M
Regulatory assets under management
Employees
4
542 client accounts
Services offered by MERIDIAN FINANCIAL, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MERIDIAN FINANCIAL, LLC →
Introduction

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05

Frequently Asked Questions

What services does Georgia Guyott Bruggeman offer?
Georgia Guyott Bruggeman specializes in Financial Planning, Investment Management. Contact their office in HOLLISTON, Massachusetts for a consultation.
What are Georgia Guyott Bruggeman's credentials?
Georgia Guyott Bruggeman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Georgia Guyott Bruggeman located?
Georgia Guyott Bruggeman is based in HOLLISTON, Massachusetts, working with MERIDIAN FINANCIAL, LLC. Their office serves clients in the HOLLISTON metropolitan area and surrounding communities.
How does Georgia Guyott Bruggeman charge for services?
Georgia Guyott Bruggeman'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 MERIDIAN FINANCIAL, LLC?
MERIDIAN FINANCIAL, LLC has approximately 4 employees and manages $231M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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