Susanna Han, financial advisor San Francisco CA
93 score

Susanna Han

CRD Number: 5337341
Current Firm: Sentry Advisors, LLC

Susanna Han (CRD# 5337341) is an Investment Advisor Representative working at Sentry Advisors, LLC in San Francisco, CA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Sf Sentry Securities, Inc. San Francisco, CA Jan 2015 - Current 1
Sentry Advisors, LLC San Francisco, CA Jan 2015 - Current 1
Deutsche Bank Securities Inc. San Francisco, CA Dec 2006 - Jan 2015 8
Bank Of America San Jose, CA Jan 2000 - Dec 2006 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2008
Contact Info for Susanna L. Han
Phone Number: 415-229-9042
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    706
    MILLIONS
  • Total Number of Accounts
    290
    ACCOUNTS
  • Average Account Value
    $2,434,483
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, CT, FL, MA, NH, NY, OH, TX, VA, WA

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

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