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PALADIN RESEARCH REPORT FOR:

Georgia Bruggeman

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Telephone Advisor
508.429.2600

I. Snapshot

A. Registry Member
  • Since 2005
B. Years of Experience
  • 21
C. College Degrees
  • Skidmore College - BS Business Administration
  • Babson College - MBA Finance
  • Union College - BA Political Science
  • Notre Dame - Pre Med
  • Providence College - Economics
D. Certifications
  • CFP®
E. Financial Fiduciary
  • Yes
F. Business Philosophy
  • Read Business Philosophy

    Every client presents a financial puzzle. We help them put the financial pieces together in a way that they understand and that makes sense. One of the most frequent remarks clients make after the initial planning process is complete is "I am so relieved". From college funding to Long Term Care we help you develop a secure financial future.

G. Asset Requirement
  • $500,000

II. Contact Information

A. Key Contact
  • Did Not Answer
B. Main Location
  • 13 Water Street #2
    Holliston, Massachusetts, 01746
C. Telephone
  • 508.429.2600

III. Internet

B. Social Connections

IV. Firm(s)

A. Name of Firm
  • Meridian Financial Advisors, LLC
B. Relationship to Firm
  • Owner
C. Name of RIA
  • Meridian Financial
D. Name of Broker/Dealer
  • None
E. Name(s) of Custodian(s)
  • TD Ameritrade

V. Credentials

A. Years of Financial Experience
  • 21 Years
B. College, Degrees, Years
  • Skidmore College - BS Business Administration
  • Babson College - MBA Finance
  • Union College - BA Political Science
  • Notre Dame - Pre Med
  • Providence College - Economics
C. Current Certifications
D. Financial Industry Associations (Active Memberships)
  • Financial Planning Association
  • National Association of Personal Financial Advisors
  • Chartered Financial Analyst Insitute

VI. Registration, Licensing,
Compliance

A. RIA/IAR Registration
  • Did Not Answer
B. Type of RIA Registration
  • State - Massachusetts
C. Industry Licenses
  • Did Not Answer
D. Registration & License Numbers
  • CRD: 119679
  • IARD: None
  • Insurance: None
E. State Licences
  • Financial Advice, Services for Fees: Massachusetts
F. Compliance Record (Investment)
  • No Disclosures
G. Compliance Record (Insurance)
  • No Disclosures
H. Criminal Disclosure(s)
  • None
I. Additional Disclosure(s)
  • None
J. View our ADV(s)
  • Available Upon Request
K. Links

VII. Business Data & Practices

A. Business Philosophy
  • Read Business Philosophy

    Every client presents a financial puzzle. We help them put the financial pieces together in a way that they understand and that makes sense. One of the most frequent remarks clients make after the initial planning process is complete is "I am so relieved". From college funding to Long Term Care we help you develop a secure financial future.

B. Minimum Asset Requirement
  • $500,000
C. Number of Current Clients
  • 80
D. Assets (Management, Advisement)
  • $80,000,000
E. Methods of Compensation
  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee
F. Methods of Communication
  • Did Not Answer
G. Types of Reports (Frequency)
  • Performance (Quarterly)
  • Brokerage Statement (Monthly)
  • Market Environment (Semi-Annually)
  • Other: Targeted information based on client situation
H. Second Language(s)
  • None
I. Value Statement
  • Not Available

VIII. Clients & Services

A. Types of Clients
  • Did not answer
B. Types of Financial Services
  • Planning Advice & Services
  • Investment Advice & Services
  • Other
C. Discretionary Asset Management
  • No
D. Limited Engagement Services
    None

IX. Certification

Advisor Name
  • Georgia Bruggeman
Most Recent Update:
  • Jun 29, 2016

Other

Social Security, Medicare and Executive Compensation