Maura S. Griffin
BLUE SPARK CAPITAL ADVISORS
NEW YORK, NY 10010
CRD#: 4162305
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Maura Siobhan GriffinBLUE SPARK CAPITAL ADVISORS
Professional summary
Maura Siobhan Griffin, CFP®, who also goes by Maura S Griffin, is a registered financial advisor currently at BLUE SPARK CAPITAL ADVISORS located in New York, New York.
Maura is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Maura has worked at 1 firm and has passed the Series 65 exam.
Core Areas of Focus
Divorce Planning
Investment Advice with Ongoing Management
Retirement Plan Investment Advice
Retirement Planning & Distribution Rules
Women's Financial Planning Issues
Biography
Blue Spark Capital Advisors -- based in New York City and the Berkshires -- is a fiduciary fee-only RIA, providing investment management and holistic financial planning for women going through life transitions such as divorce, death of a spouse or parent, retirement, or job change.
Our investment philosophy centers on a logical method of diversification and rebalancing, keeping in mind that trying to time markets does not work for long-term growth of wealth. We guide our clients to invest according to their personal goals, balancing risk and return for their own situations. We help take the emotion out of investing by offering a disciplined and diversified approach to investing.
By considering all of our clients’ needs as a whole, we as financial planners are able to provide comprehensive service and support to help them reach their goals.
Question & Answer
What are your service offerings?
Retirement Planning
Tax Planning
Investment Planning
Comprehensive Financial Planni...
Estate Planning
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
Maura S Griffin
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Maura Siobhan Griffin'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: 2013
Experience
Current
April 5, 2016 - Present
BLUE SPARK CAPITAL ADVISORS
Office #1: 41 Madison Ave 40th Floor, New York, NY 10010Office #2: 93 Church St, Lenox, MA 01240RIA
CRD#: 159025
NEW YORK, NY
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".
BLUE SPARK CAPITAL ADVISORS
BLUE SPARK CAPITAL ADVISORS | BLUE SPARK CAPITAL ADVISORS LLC
CRD#: 159025 / SEC#: 801-100499
RIA
Registered Investment Advisory firm - (7/22/2015 Approved)New York
Registered Investment Advisory firm - (9/23/2015 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
Louisiana(1/18/2017)
IAR
Massachusetts(4/5/2016)
IAR
New York(3/8/2021)
IAR
Texas(9/13/2023)
Current Firm
BLUE SPARK CAPITAL ADVISORS
BLUE SPARK CAPITAL ADVISORS | BLUE SPARK CAPITAL ADVISORS LLC
CRD#: 159025 / SEC#: 801-100499
RIA
Registered Investment Advisory firm - (7/22/2015 Approved)New York
Registered Investment Advisory firm - (9/23/2015 Terminated)Loading...
Contact information
Main Address
31 Hudson Yards 11th Floor, New York, NY 10001
Mailing Address
321 Main St. Ste 205, Great Barrington, MA 01230
Phone number
(212) 537-3899
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 316 |
| AUM (Assets Under Management) | $ 242,792,792 |
Red Flags
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