Gina Szigety
Sound View Financial Advisors · Walpole, Massachusetts
Gina Szigety is a fee-only financial advisor at Sound View Financial Advisors in Walpole, Massachusetts, who holds the CFP credential. Sound View Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Sound View Financial Advisors |
|---|---|
| Based in | Walpole, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $50.1M across 191 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA · CRD 5542293 |
| Exams passed | Series 65 (2008) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | mistylynch.com |
How Gina's firm compares
- Sound View Financial Advisors's average account is about $262,000, from its Form ADV (assets managed divided by 191 accounts).
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Questions about Gina
Is Gina Szigety a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gina holds no broker registration, and Sound View Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Gina charge for financial advice?
Gina's firm, Sound View Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Gina Szigety based?
Gina Szigety is based in Walpole, Massachusetts.
What credentials does Gina Szigety hold?
Gina Szigety holds the CFP credential.
Is Gina Szigety registered with the SEC?
Yes. Gina Szigety is registered as an investment adviser representative in MA (CRD 5542293), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sound View Financial Advisors manage?
Sound View Financial Advisors reports $50.1M across 191 accounts in assets under management.
How do I contact Gina Szigety?
Through Gina's website, mistylynch.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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