Geld Financial Advisors, Inc.

Geld Financial Advisors, Inc. (CRD# 117185) is a financial advisory firm headquartered in Tewksbury, MA. They serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Geld Financial Advisors, Inc.
Showing 1 - 1 of 1 top financial advisors.
Susan H. Parigian
CRD#: 4532023
500 Clark Road, Tewksbury, MA 01938

Susan Parigian (CRD# 4532023) is an Investment Advisor Representative working at Geld Financial Advisors, Inc. in Tewksbury, MA and has 1 year of experience in the finance industry. Susan Parigian has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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