Susan WassermanCRD Number: 5936627
Current Firm: H.d. Vest Advisory Services, Inc.
Susan Wasserman (CRD# 5936627) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Saint Petersburg, FL and has over 6 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|H.d. Vest Advisory Services||St. Petersburg, FL||Mar 2012 - Current||5|
|H.d. Vest Investment Services||South Pasadena, FL||Jun 2011 - Current||6|
|Suncoast Yoga Teachers Association||South Pasadena, FL||Jan 2011 - Current||6|
|Yoga Flow Inc.||South Pasadena, FL||Jun 2007 - Current||10|
|Susan Wasserman, Cpa||South Pasadena, FL||Jan 1980 - Current||37|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2011|
Total Assets Under Management9,187MILLIONS
Total Number of Accounts50,531ACCOUNTS
Average Account Value$181,805
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)