New England Guild Wealth Advisors, Inc.

New England Guild Wealth Advisors, Inc. (CRD# 106400) is a financial advisory firm headquartered in Avon, CT. They manage $345,743,646 in 238 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    346
    MILLION
  • Total Number of Accounts
    238
    ACCOUNTS
  • Average Account Value
    $1,452,704
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

CT, FL, MA, NH, NY, TX, VT

Financial Advisors at New England Guild Wealth Advisors, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Susan M. Grayson
CRD#: 4382598
139 Simsbury Road, Avon, CT 06001
93
Wealthminder
score

Susan Grayson (CRD# 4382598) is an Investment Advisor Representative working at New England Guild Wealth Advisors, Inc. in Avon, CT and has over 17 years of experience in the finance industry.

2
William R. Pfeiffer
CRD#: 6129107
139 Simsbury Road, Avon, CT 06001
93
Wealthminder
score

William Pfeiffer (CRD# 6129107) is an Investment Advisor Representative working at New England Guild Wealth Advisors, Inc. in Avon, CT and has over 4 years of experience in the finance industry. William Pfeiffer 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.

3
Brendan F. Fitzgerald
CRD#: 5531750
139 Simsbury Road, Avon, CT 06001
90
Wealthminder
score

Brendan Fitzgerald (CRD# 5531750) is an Investment Advisor Representative working at New England Guild Wealth Advisors, Inc. in Avon, CT and has over 4 years of experience in the finance industry.

4
Harold L. Rives
CRD#: 1313348
139 Simsbury Road, Avon, CT 06001
87
Wealthminder
score

Harold Rives (CRD# 1313348) is an Investment Advisor Representative working at New England Guild Wealth Advisors, Inc. in Avon, CT and has 1 year of experience in the finance industry.

5
Ernest P. Logue
CRD#: 2683409
139 Simsbury Road, Avon, CT 06001
75
Wealthminder
score

Ernest Logue (CRD# 2683409) is an Investment Advisor Representative working at New England Guild Wealth Advisors, Inc. in Avon, CT and has 1 year of experience in the finance industry.

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