Susan Sharin, financial advisor San Diego CA

Susan Sharin

CRD Number: 830234
Current Firm: Efficient Frontier Advisors LLC

Susan Sharin (CRD# 830234) is an Investment Advisor Representative working at Efficient Frontier Advisors LLC in San Diego, CA and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Efficient Frontier Advisors LLC Eastford, CT Apr 1998 - Current 22
Susan F. Sharin LLC Eastford, CT May 1996 - May 2014 18
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 1996
Contact Info for Susan F. Sharin
Phone Number: 860-974-0888
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    368
    MILLIONS
  • Total Number of Accounts
    217
    ACCOUNTS
  • Average Account Value
    $1,694,297
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, CT, OR, TX

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