Sound View Financial Advisors

Sound View Financial Advisors (CRD# 154732) is a financial advisory firm headquartered in Walpole, MA. They manage $26,792,104 in 90 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
128 School Street, Walpole, MA 02081
http://www.soundviewfinancialadvisors.com
By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    90
    ACCOUNTS
  • Average Account Value
    $297,690
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, TX

Financial Advisors at Sound View Financial Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Gina Szigety, financial advisor Walpole MA
Gina C. Szigety
CRD#: 5542293
128 School Street, Walpole, MA 02081

Gina Szigety (CRD# 5542293) is an Investment Advisor Representative working at Sound View Financial Advisors in Walpole, MA and has over 15 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals