# GSI Financials

> GSI Financials is a state-registered investment advisory firm, registered since 2023, with no regulatory assets under management reported in its Form ADV filing dated February 7, 2025.

- CRD: 325689
- Filed as: GSI FINANCIALS
- Legal name: GSI Financials, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Massachusetts
- Filing period: October 2026
- Form ADV filing dated: February 7, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/325689
- AdvisorCensus page: https://advisorcensus.com/firm/gsi-financials-325689

## Quick answers

**How is GSI Financials compensated?**
On its Form ADV (Item 5.E, October 2026), GSI Financials reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is GSI Financials registered with the SEC or a state?**
GSI Financials is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 325689.

**Does GSI Financials report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/325689

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2023 (3 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- gsifinancials.com
- LinkedIn @rich-goselin-mba-pmp-csqa-0264852

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. GSI Financials (CRD 325689): Form ADV filing data as of October 2026.