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Maryanne Gucciardi

Wealthmind Financial Planning

Cambridge, MA

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Current Employers
Wealthmind Financial Planning

Cambridge, MA • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-03-26
MA RA APPROVED 2023-12-08
  • NC RA
    APPROVED
    Since 2024-03-26
  • MA RA
    APPROVED
    Since 2023-12-08

Branch Locations

Cambridge, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Old Peak Finance Chapel Hill NC 04/2020 07/2023
Charles Waban Group, Llc Dba Dragonwing Girlgear Chapel Hill NC 04/2010 12/2023
Wealthmind Financial Planning Llc Cambridge MA 08/2023 Present
  • 04/2020 → 07/2023
    Old Peak Finance
    Chapel Hill, NC
  • 04/2010 → 12/2023
    Charles Waban Group, Llc Dba Dragonwing Girlgear
    Chapel Hill, NC
  • 08/2023 → Present
    Wealthmind Financial Planning Llc
    Cambridge, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-09-13
  • S65 Uniform Investment Adviser Law Examination
    2021-09-13
Designations

View on SEC IAPD

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