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NEW ENGLAND GUILD WEALTH ADVISORS, INC.
NEW ENGLAND GUILD WEALTH ADVISORS, INC.
AVON, Connecticut
·
6 registered advisors
·
CRD# 106400
SEC# 801-39648
0
860-404-5900
01
Firm Overview
AUM
$397M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at NEW ENGLAND GUILD WEALTH ADVISORS, INC.
6 registered advisors
Brendan Francis Fitzgerald
AVON, Connecticut
CRD# 5531750
Eliot Penfield Williams
HARTFORD, Connecticut
CRD# 4360588
Ernest Patrick Logue
AVON, Connecticut
CRD# 2683409
Harold Lilburn Rives
AVON, Connecticut
CRD# 1313348
Susan Mary Grayson
AVON, Connecticut
CRD# 4382598
William Robert Pfeiffer
AVON, Connecticut
CRD# 6129107
05
Office Locations
AVON, Connecticut
5 advisors
HARTFORD, Connecticut
1 advisor
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Data sourced from SEC Form ADV filings. NEW ENGLAND GUILD WEALTH ADVISORS, INC. (CRD# 106400) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.