Susan CrannellCRD Number: 6406331
Current Firm: Goldman Sachs Ayco Personal Financial Management
Susan Crannell (CRD# 6406331) is an Investment Advisor Representative working at Goldman Sachs Ayco Personal Financial Management in Cohoes, NY and has over 6 years of experience in the finance industry.
Lpl Financial LLC
Goldman Sachs Ayco Personal Financial Management
Commonwealth Financial Network
|Goldman Sachs & Company LLC||Cohoes, NY||Jan 2021 - Current||1|
|The Ayco Company, L.p./mercer Allied||Latham, NY||Apr 2019 - Jan 2021||1|
|The Ayco Company, L.p./goldman Sachs||Latham, NY||Oct 2014 - Apr 2019||4|
|Sunmark Federal Credit Union||Latham, NY||Apr 2011 - Oct 2014||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2015|
Total Assets Under Management15,146MILLIONS
Total Number of Accounts20,608ACCOUNTS
Average Account Value$734,948
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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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