Suzanne Xander, financial advisor Pittsford NY
93 score

Suzanne Xander

CRD Number: 4613841
Current Firm: Wells Fargo Advisors, LLC

Suzanne Xander (CRD# 4613841) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Pittsford, NY and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Pittsford, NY Feb 2012 - Current 4
Morgan Stanley Smith Barney Rochester, NY Jun 2009 - Feb 2012 2
Morgan Stanley & Company, Incorporated Rochester, NY Apr 2007 - Feb 2012 4
Morgan Stanley Dw Inc. Rochester, NY Jul 2006 - Apr 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2003
S66 NASAA Uniform Combined State Law Examination Mar 2008
Contact Info for Suzanne G. Xander
Phone Number: 314-875-3000
Registered State(s):
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • 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, 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

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

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