Susan Vasu, financial advisor Avon OH

Susan Vasu

CRD Number: 5711256
Current Firm: Ameriprise Financial Services, LLC

Susan Vasu (CRD# 5711256) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Avon, OH and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services, Inc. Avon, OH Jun 2012 - Current 8
Merrill Lynch Cleveland, OH Dec 2010 - May 2012 1
Unemployed Avon Lake, OH Oct 2010 - Nov 2010 < 1
Morgan Stanley Smith Barney Westlake, OH Aug 2009 - Sep 2010 1
Unemployed Avon Lake, OH Jan 2009 - Jul 2009 < 1
Firstmerit Bank Elyria, OH Oct 2005 - Dec 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2009
Contact Info for Susan S. Vasu
Phone Number: 612-671-3131
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    313,282
    MILLIONS
  • Total Number of Accounts
    1,488,886
    ACCOUNTS
  • Average Account Value
    $210,414
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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

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Data verified by both the advisor and the public regulatory data.

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