Georgia Guyott Bruggeman

Employer firm

Meridian Financial Advisors, LLC CRD 119679

$284M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)

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

Current Employers

Meridian Financial Advisors, Llc

13 Water Street Suite 302, Holliston, MA 01746 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-07-17
MA	RA	APPROVED	2002-07-12

TX RA
APPROVED

Since 2024-07-17
MA RA
APPROVED

Since 2002-07-12

Branch Locations

Sherborn, MA • United States

3A Main Street Unit 11, North Eastham, MA 02651 • United States

13 Water Street Suite 302, Holliston, MA 01746 • 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

Organization	City	State	From	To
Meridian Financial Advisors	Holliston	MA	03/1990	Present

03/1990 → Present

Meridian Financial Advisors

Holliston, MA

Other Businesses

NAME OF OBA: SAWIN ACADEMY; ADDRESS OF OBA: SHERBORN, MA; NATURE: TRUSTEE; INVESTMENT RELATED: NO; TITLE WITH OBA: VICE CHAIR; DUTIES (BRIEF DESCRIPTION): HELP MANAGE FUNDS TO PROVIDE BENEFITS TO ELEMENTARY SCHOOL; START DATE: 01/01/2023; APPROX. NUMBER OF HOURS/MONTH: 1; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0.

Designations

Certified Financial Planner

Other Names

Gigi Guyott
Georgia Guyott
Georgia G Bruggeman

View on SEC IAPD