Susan Gervasoni
CRD Number: 4250225Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Susan Gervasoni (CRD# 4250225) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chandler, AZ and has over 20 years of experience in the finance industry.
CRD# 5400841
Transamerica Financial Advisors, Inc.
CRD# 6400364
Comerica Securities
CRD# 4091287
Dynamic Wealth Partners, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Chandler, AZ | Feb 2014 - Current | 6 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler, AZ | Jan 2014 - Current | 7 |
| Country Financial | Phoenix, AZ | Dec 2013 - Jan 2014 | < 1 |
| Modern Woodmen Of America | Rock Island, IL | Aug 2013 - Dec 2013 | < 1 |
| Mwa Financial Services Inc. | Rock Island, IL | Aug 2013 - Dec 2013 | < 1 |
| Proequities, Inc. | Mesa, AZ | Oct 2011 - Jul 2013 | 1 |
| Bankers Life & Casualty | Mesa, AZ | Sep 2011 - Jul 2013 | 1 |
| Unemployed | Scottsdale, AZ | May 2011 - Aug 2011 | < 1 |
| Quest Capital Strategies, Inc. | Laguna Hills, CA | May 2009 - Apr 2011 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2000 |
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, and financial matters in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
- TX
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Total Assets Under Management962,052MILLIONS
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Total Number of Accounts2,529,169ACCOUNTS
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Average Account Value$380,383
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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