Geld Financial Advisors, INC.

Adviser in Tewksbury, MA

State registeredNo commissions reported

Call (978) 858-0321 Send a message Map ↗

Public-record details

Address: 500 Clark Road, Tewksbury, MA 01876
Phone: (978) 858-0321
CRD number: 117185
Registration: State registered: MA, NH
Compensation (Form ADV 5.E): Other (Referral Fees)
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Selection of other advisers
Clients reported (Form ADV 5.D): 31
Individual / high-net-worth clients: 0 / 31
Employees: 1
Other business activities (Form ADV 6.A): None reported
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-03-30

State registered (MA, NH) investment adviser, CRD 117185, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 117185 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

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