Susan Cruz, financial advisor Pittsburgh PA

Susan Cruz

CRD Number: 1241755
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Susan Cruz (CRD# 1241755) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pittsburgh, PA and has over 38 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Pittsburgh1, PA Mar 2018 - Current 6
Merrill Lynch, Pierce, Fenner & Smith Incorporated Pittsburgh, PA Feb 2018 - Current 6
Fifth Third Securities Cincinnati, OH Sep 2016 - Feb 2018 1
Unemployed New Haven, CT Dec 2015 - Sep 2016 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated New Haven, CT Apr 1983 - Dec 2015 32
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1985
S65 NASAA Investment Advisors Law Examination Apr 1994
Contact Info for Susan S. Cruz
Phone Number: 800-637-7455
Firm Website: https://www.merrill.com
Registered State(s):
  • OH
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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