Susan Kantor-Tupp, financial advisor Rockville MD
89 score

Susan Kantor-Tupp

CRD Number: 5369166
Current Firm: Sol Capital Management Co

Susan Kantor-Tupp (CRD# 5369166) is an Investment Advisor Representative working at Sol Capital Management Co in Rockville, MD and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Sol Capital Management Company Rockville, MD Dec 2007 - Current 8
Nylife Securities LLC Bethesda, MD Mar 2007 - Dec 2007 < 1
Foster Associates Bethesda, MD Jun 2003 - Mar 2007 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2013
Contact Info for Susan Kantor-Tupp
Phone Number: 301-881-3727
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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