Susan Condit, financial advisor Ridgefield CT
93 score

Susan Condit

CRD Number: 3012316
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Susan Condit (CRD# 3012316) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ridgefield, CT and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Mount Kisco, NY Jan 2014 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Mount Kisco, NY Jul 2013 - Current 3
Condit Family Mount Kisco, NY Dec 2002 - Jul 2013 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2013
S63 Uniform Securities State Law Examination Mar 1998
S65 NASAA Investment Advisors Law Examination Apr 1998
Contact Info for Susan M. Condit
Phone Number: 800-637-7455
Registered State(s):
  • CT
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
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 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)
  • 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

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

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