Susan Gavrich, financial advisor Alameda CA

Susan Gavrich

CRD Number: 3144126
Current Firm: Seasonal Strategy

Susan Gavrich (CRD# 3144126) is an Investment Advisor Representative working at Seasonal Strategy in Alameda, CA and has 1 year of experience in the finance industry. Susan Gavrich has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Seasonal Strategy Alameda, CA Nov 2018 - Current 5
Moneywell Alameda, CA Jan 1998 - Current 26

Susan Gavrich has no recent exams reported.
Contact Info for Susan P. Gavrich
Phone Number: (415) 956-1721
Registered State(s):
  • CA
Current Firm Details
Seasonal Strategy
Firm's CRD Number: 134456
By the Numbers
  • Total Assets Under Management
    57
    MILLIONS
  • Total Number of Accounts
    124
    ACCOUNTS
  • Average Account Value
    $457,741
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA, TX

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