Susan Cahill, financial advisor Miami FL
93 score

Susan Cahill

CRD Number: 5593364
Current Firm: Genspring Family Offices, LLC

Susan Cahill (CRD# 5593364) is an Investment Advisor Representative working at Genspring Family Offices, LLC in Miami, FL and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Genspring Family Offices, LLC Miami, FL Aug 2008 - Current 8
Kaufman Rossin & Company Miami, FL Nov 2002 - Aug 2008 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2009
Contact Info for Susan M. Cahill
Phone Number: 561-746-8444
Firm Website: http://www.genspring.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    8,648
    MILLIONS
  • Total Number of Accounts
    6,824
    ACCOUNTS
  • Average Account Value
    $1,267,221
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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