Susan Quigley (CRD# 1318132) is an Investment Advisor Representative working at Avantax Advisory Services in Garden City, NY and has over 30 years of experience in the finance industry. Susan Quigley 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.
CRD# 2708116
Park Avenue Securities LLC
CRD# 4632189
Sarsi, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Investment Services, Inc. | Garden City, NY | Jul 2023 - Current | < 1 |
| Avantax Insurance Agency, LLC | Garden City, NY | Jul 2023 - Current | < 1 |
| Avantax Advisory Services | Garden City, NY | Jul 2023 - Current | < 1 |
| Squigley Financial LLC | Garden City, NY | Dec 2020 - Current | 3 |
| The Mortgage Advantage Corp. | Garden City, NY | Jan 2009 - Current | 15 |
| Goodwworks Rhythm And Roots LLC | Charlestown, RI | Aug 2008 - Current | 15 |
| Grey Fox Bluegrass Festival | Oak Hill, NY | Jun 2008 - Current | 15 |
| American Portfolios Financial Services,inc. | Garden City, NY | Sep 2008 - Jul 2023 | 14 |
| American Portfolios Advisors, Inc. | Garden City, NY | Sep 2008 - Jul 2023 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1993 |
- NY
- TX
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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
- Other
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