Suzanne Antonelli, financial advisor Grosse Pointe MI

Suzanne Antonelli

CRD Number: 1635340
Current Firm: Antonelli Financial Advisors, LLC

Suzanne Antonelli (CRD# 1635340) is an Investment Advisor Representative working at Antonelli Financial Advisors, LLC in Grosse Pointe, MI and has 1 year of experience in the finance industry. Suzanne Antonelli has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Antonelli Financial Advisors Grosse Pointe, MI Feb 2017 - Current 7
Sigma Investment Counselors Southfield, MI Jul 2011 - Jan 2017 5

Suzanne Antonelli has no recent exams reported.
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Suzanne M. Antonelli
By the Numbers
  • Total Assets Under Management
    139
    MILLIONS
  • Total Number of Accounts
    413
    ACCOUNTS
  • Average Account Value
    $337,409
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

MI, TX

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