Susette GustiniCRD Number: 857189
Current Firm: Sargent Investment Group
Susette Gustini (CRD# 857189) is an Investment Advisor Representative working at Sargent Investment Group in Bethesda, MD and has over 39 years of experience in the finance industry.
David Wealth Management, LLC
Equitable Advisors, LLC
Grove Point Advisors, LLC
|Sargent Investment Group, LLC||Bethesda, MD||Nov 2018 - Current||4|
|Skg Group, LLC||Washington, DC||Jun 2010 - Nov 2018||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1983|
|S65||NASAA Investment Advisors Law Examination||Jan 1992|
Total Assets Under Management1,013MILLIONS
Total Number of Accounts1,139ACCOUNTS
Average Account Value$889,080
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CT, DC, DE, FL, GA, LA, MA, MD, ME, NC, NH, NJ, NM, NY, PA, TX, VA, WA
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