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FINANCIAL SOLUTIONS ASSOCIATES

DEDHAM, MA · CRD 111456 · IAPD ↗ · sustainableinvestmentsolutions.net · 781-251-0505

$152.9MRegulatory AUM
1Advisory reps
1Employees
0Clients
1-10Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
March 2025 — FINANCIAL SOLUTIONS ASSOCIATES reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
42
April 2024 — FINANCIAL SOLUTIONS ASSOCIATES notice-filed in ME.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.