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Georgia Guyott Bruggeman

MERIDIAN FINANCIAL, LLC·HOLLISTON, Massachusetts
Clean recordMERIDIAN FINANCIAL, LLC
13 WATER STREET, HOLLISTON, MA 01746CRD# 1433089Firm CRD# 119679

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Georgia Guyott Bruggeman · HOLLISTON, MA
Registration
CRD #1433089 · MERIDIAN FINANCIAL, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Georgia Guyott Bruggeman is a registered financial advisor based in HOLLISTON, Massachusetts, affiliated with MERIDIAN FINANCIAL, 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
MERIDIAN FINANCIAL, LLC
MERIDIAN FINANCIAL, LLC
AUM
$231M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at MERIDIAN FINANCIAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1433089
Firm CRD# 119679
View on FINRA BrokerCheck →

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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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Research
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