Susan Trass, financial advisor Edison NJ
93 score

Susan Trass

CRD Number: 4431852
Current Firm: Fountainhead Capital Management, LLC

Susan Trass (CRD# 4431852) is an Investment Advisor Representative working at Fountainhead Capital Management, LLC in Edison, NJ and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Chelsea Financial Services Staten Island, NY Mar 2017 - Current 1
Fountainhead Capital Management, LLC Edison, NJ Nov 2013 - Current 4
Securevest Financial Group, Inc. Morristown, NJ Nov 2013 - Nov 2013 < 1
Mml Investors Services Cincinnati, OH May 2012 - Nov 2013 1
Mass Mutual Cincinnati, OH May 2012 - Nov 2013 1
Paragon Financial Group Cincinnati, OH Apr 2012 - Nov 2013 1
Unemployed Lawrenceville, GA Dec 2011 - May 2012 < 1
Ameriprise Financial Services, Inc. Duluth, GA Oct 2009 - Dec 2011 2
H&r Block Financial Advisors, Inc. Duluth, GA Aug 2002 - Oct 2009 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2001
S65 NASAA Investment Advisors Law Examination Dec 2010
Contact Info for Susan E. Trass
Phone Number: 732-346-1900
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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