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 5 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||4|
|H.d. Vest Investment Services||South Pasadena, FL||Jun 2011 - Current||5|
|Suncoast Yoga Teachers Association||South Pasadena, FL||Jan 2011 - Current||6|
|Yoga Flow Inc.||South Pasadena, FL||Jun 2007 - Current||9|
|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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, VT, WA, WI, WV