Susan H. Parigian

GELD FINANCIAL ADVISORS

TEWKSBURY, MA 01938

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CRD#: 4532023

Professional summary

Susan Helen Parigian, CFP® is a registered financial advisor currently at GELD FINANCIAL ADVISORS, INC. located in Tewksbury, Massachusetts.

Susan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Susan has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

EMPLOYED BY SABA, COLMAN & HUNT, P.C. SINCE 1994,500 CLARK ROAD, TEWKSBURY, MA 01876, CERTIFIED PUBLIC ACCOUNTING FIRM,160 HOURS PER MO., PRINCIPAL DUTIES ARE TAX PREPARATION, TAX RESEARCH, AND ACCOUNTING SERVICES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Susan Helen Parigian'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^®

Certified Financial Planner

Experience

Current

September 27, 2001 - Present

GELD FINANCIAL ADVISORS, INC.

Office #1: 500 Clark Road, Tewksbury, MA 01938

RIA

CRD#: 117185

TEWKSBURY, MA

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
(7/9/2008)

IAR

New Hampshire
(9/27/2001)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

GELD FINANCIAL ADVISORS, INC.

CRD#: 117185 / SEC#:

Massachusetts

Registered Investment Advisory firm - (7/9/2008 Approved)

New Hampshire

Registered Investment Advisory firm - (9/27/2001 Approved)

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Contact information

Main Address

500 Clark Road, Tewksbury, MA 01876

Mailing Address

Phone number

(978) 858-0321

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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