Susan Frois (CRD# 6461924) is an Investment Advisor Representative working at Eagle Capital Advisors, LLC in Middlebury, CT and has over 5 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 4297910
Milestone Asset Management Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eagle Capital Advisors | Middlebury, CT | Sep 2015 - Current | 8 |
| Yhb Investment Advisors | West Hartford, CT | Apr 2009 - Sep 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2018 |
- CT
-
Total Assets Under Management75MILLIONS
-
Total Number of Accounts148ACCOUNTS
-
Average Account Value$506,015
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CT
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