Georgia G. Bruggeman
MERIDIAN FINANCIAL
HOLLISTON, MA 01746
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CRD#: 1433089
Professional summary
Georgia Guyott Bruggeman, CFA, CFP®, who also goes by Georgia G Bruggeman, Georgia Guyott, Gigi Guyott, is a registered financial advisor currently at MERIDIAN FINANCIAL, LLC located in Holliston, Massachusetts.
Georgia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Georgia has worked at 2 firms and has passed the Series 7 exam.
Biography
Babson College MBA. Passed levels I & II of CFA Program. Founded company in 1990.
Question & Answer
What are your service offerings?
Education Planning
Retirement Planning
Investment Planning
Estate Planning
Comprehensive Financial Planni...
Tax Planning
Insurance Planning
Employee and Employer Plan Ben...
Do you have an area of expertise or specialization?
Annuities
Charitable Giving
College/Education Planning
Corporate Executives
Estate & Generational Planning...
High Net Worth Client Needs
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
Georgia G Bruggeman | Georgia Guyott | Gigi Guyott
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
NAME OF OBA: SAWIN ACADEMY; ADDRESS OF OBA: SHERBORN, MA; NATURE: TRUSTEE; INVESTMENT RELATED: NO; TITLE WITH OBA: VICE CHAIR; DUTIES (BRIEF DESCRIPTION): HELP MANAGE FUNDS TO PROVIDE BENEFITS TO ELEMENTARY SCHOOL; START DATE: 01/01/2023; APPROX. NUMBER OF HOURS/MONTH: 1; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0.
CRS (Client Relationship Summary) - RIA
Click below to view Georgia Guyott Bruggeman's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1993
Experience
Current
July 12, 2002 - Present
MERIDIAN FINANCIAL, LLC
Office #1: 13 Water Street Suite 302, Holliston, MA 01746Office #3: 3a Main Street Unit 11, North Eastham, MA 02651RIA
CRD#: 119679
HOLLISTON, MA
Past
December 17, 1985 - November 4, 1987
TOWER SQUARE SECURITIES, INC.
BD
CRD#: 833
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MF
MERIDIAN FINANCIAL, LLC
BRUGGEMAN, GEORGIA | PERSONAL FINANCIAL MANAGEMENT | MERIDIAN FINANCIAL, LLC | MERIDIAN FINANCIAL
CRD#: 119679 / SEC#: 801-117452
RIA
Registered Investment Advisory firm - (10/7/2019 Approved)Massachusetts
Registered Investment Advisory firm - (11/20/2019 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Massachusetts(7/12/2002)
IAR
Texas(7/17/2024)
Exams
General Industry/Product Exam
Current Firm
MF
MERIDIAN FINANCIAL, LLC
BRUGGEMAN, GEORGIA | PERSONAL FINANCIAL MANAGEMENT | MERIDIAN FINANCIAL, LLC | MERIDIAN FINANCIAL
CRD#: 119679 / SEC#: 801-117452
RIA
Registered Investment Advisory firm - (10/7/2019 Approved)Massachusetts
Registered Investment Advisory firm - (11/20/2019 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
13 Water Street Suite 302, Holliston, MA 01746
Mailing Address
Phone number
(508) 429-2600
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 745 |
| AUM (Assets Under Management) | $ 257,881,702 |
Red Flags
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Company Information
MERIDIAN FINANCIAL, LLC
CRD#: 119679Holliston, MA 01746TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
