Bank / Wealth / TrustRIA · CRD 127481SEC-Registered

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East Guilford Financial Services

East Guilford Financial Services is an SEC-registered investment adviser in Madison, CT, registered since 2021. The firm manages $193 million in assets, with...

East Guilford Financial Services logo

East Guilford Financial Services

East Guilford Financial Services is an SEC-registered investment adviser in Madison, CT, registered since 2021. The firm manages $193 million in assets, with $116 million on a discretionary basis. It has one employee and one investment adviser.

General information

Firm type

Bank / Wealth / Trust

Year founded

2021

Location

Region

North America

Country

United States

City

Madison

Corporate office

Madison, CT, United States

Sector focus

Wealth ManagementFinancial Services

Frequently asked questions

Is East Guilford Financial Services a registered investment advisor?

Yes, East Guilford Financial Services operates as an independent registered investment advisor (RIA). This means the firm is regulated by the SEC or the State of Connecticut and adheres to a fiduciary standard, placing client interests ahead of its own. Its Form ADV, filed publicly, contains material disclosures on fees, services, and any disciplinary history.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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