Jeffrey Richard Guindon

Employer firm

Carriage Hill Investment Associates LLC CRD 304487

$50.2M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2015 → 12/2016
  Parentebeard Wealth Management Llc
  Lancaster, PA
• 12/2016 → 09/2019
  Rkl Wealth Management Llc
  Lancaster, PA
• 06/2019 → Present
  Carriage Hill Investment Associates Llc
  Lancaster, PA

Previous Registrations

• 2016-12-07 → 2019-09-12
  Rkl Private Wealth
  Lancaster, PA
• 2015-12-17 → 2016-12-08
  Domani Wealth, Llc
  Lancaster, PA
• 2013-01-17 → 2015-12-07
  Commonwealth Financial Network
  Lancaster, PA

Other Businesses

2) Lancaster County Community Foundation; Investment-related; 24 W. King St., Lancaster, PA 17603; Member of the Board, Investment Committee, and chairs; 03/2022; 2hrs/1hrs; Provide input on defining and achieving organizational goals.

Exams

• S66 Uniform Combined State Law Examination
  2012-08-09