Susan Watson (CRD# 6652502) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Marlborough, MA and has over 6 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 5046672
Lido
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Marlborough, MA | Sep 2023 - Current | < 1 |
| Sagepoint Financial, Inc. | Westborough, MA | Jul 2019 - Current | 4 |
| Sagepoint Financial/legacy Financial Advisors | Westborough, MA | Nov 2017 - Current | 6 |
| Sii Investments/ Legacy Financial Advisors | Bellingham, MA | May 2017 - Nov 2017 | < 1 |
| Sii Investments/ Legacy Financial Advisors | Westborough, MA | May 2016 - May 2017 | 1 |
| Chelmsford Public Schools | Chelmsford, MA | Feb 2014 - May 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2017 |
| S63 | Uniform Securities State Law Examination | Feb 2024 |
- MA
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- 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, 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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