Susan Gervasoni, financial advisor Chandler AZ

Susan Gervasoni

CRD Number: 4250225
Current 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.

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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
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, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Susan Gervasoni
Phone Number: 800-637-7455
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    962,052
    MILLIONS
  • Total Number of Accounts
    2,529,169
    ACCOUNTS
  • Average Account Value
    $380,383
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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