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GELD FINANCIAL ADVISORS, INC.
CRD 117185
500 CLARK ROAD, TEWKSBURY, MA, 01876, United States
Phone
978-858-0321
Fax
978-640-1124
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
1 total employees; 1 advisory reps
Clients
0
Fees
REFERRAL FEES
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 31 | — |
Official SEC filing: View on IAPD