Susan BoehmCRD Number: 5065623
Current Firm: Equitable Advisors, LLC
Susan Boehm (CRD# 5065623) is an Investment Advisor Representative working at Equitable Advisors, LLC in Conshohocken, PA and has over 15 years of experience in the finance industry.
Affinity Wealth Management LLC
Hamilton-bates Investment Research, Inc.
Oppenheimer & Company Inc.
|Equitable Advisors, LLC||New York, NY||Nov 2005 - Current||16|
|Axa Advisors, LLC||New York, NY||Nov 2005 - Jun 2020||14|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2006|
Total Assets Under Management26,008MILLIONS
Total Number of Accounts66,790ACCOUNTS
Average Account Value$389,399
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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