Susan Frenkel, financial advisor Allendale NJ

Susan Frenkel

CRD Number: 2400236
Current Firm: Cetera Investment Advisers LLC

Susan Frenkel (CRD# 2400236) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Allendale, NJ and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Advisor Networks LLC Allendale, NJ Sep 2019 - Current 4
Cetera Investment Advisers LLC Allendale, NJ Oct 2015 - Current 8
Summit Brokerage Services Allendale, NJ Sep 2015 - Sep 2019 4
J.p. Turner & Company, LLC Allendale, NJ Dec 2011 - Nov 2015 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1993
S65 NASAA Investment Advisors Law Examination Mar 2009
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Susan L. Frenkel
Phone Number: 888-528-2987
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    33,356
    MILLIONS
  • Total Number of Accounts
    176,986
    ACCOUNTS
  • Average Account Value
    $188,469
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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