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FIRST FINANCIAL ADVISORY SERVICES INC
CRD 105031 · SEC 801-20623
85 BEACH STREET, WESTERLY, RI, 02891, United States
Phone
401-596-0193
Fax
401-596-0195
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$278.0M
Discretionary AUM
$0
Team
7 total employees; 7 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Corporation
Filing date
2026-04-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 440 | $117.6M |
| High net worth individuals | 76 | $158.8M |
| Charitable organizations | 5 | $1.7M |
States served
CA, GA, LA, ME, MD, MA, MI, NY, NC, PA, RI, SC, VA, TX, NH, CT, FL
All web addresses on file
- HTTPS://WWW.LINKEDIN.COM/IN/GERALDINE-CUNNINGHAM-CHFC-CLU-CHMC-197A37BB/
- HTTP://FIRSTFINANCIALADVISORY.COM/
- https://www.linkedin.com/in/planningforfeds/
- HTTPS://WWW.PLANNINGFORFEDS.COM
- HTTPS://WWW.FACEBOOK.COM/FIRSTFINANCIALADVISORY
- HTTPS://WWW.LINKEDIN.COM/IN/PETE-ROBINSON-90A4B91A/
- HTTPS://WWW.LINKEDIN.COM/IN/MATTHEWJCUNNINGHAMCFPCWS/
Official SEC filing: View on IAPD