Susan Sariti (CRD# 5452271) is an Investment Advisor Representative working at Northeast Advisory Group, LLC in Scranton, PA and has over 11 years of experience in the finance industry.
CRD# 1667988
Trustmont Advisory Group, Inc.
CRD# 1620029
Blackridge Asset Management, LLC
CRD# 1040390
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Northeast Advisory Group, LLC | Scranton, PA | Feb 2017 - Current | 7 |
| Northeast Benefit Administrators, LLC | Scranton, PA | Feb 2017 - Current | 7 |
| Lpl Financial LLC | Scranton, PA | Nov 2007 - Feb 2017 | 9 |
| Peoples Security Bank & Trust Company | Scranton, PA | Dec 2015 - Jan 2017 | 1 |
| Gilmartin Associates, Inc. | Scranton, PA | Jan 2007 - Dec 2015 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2012 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2016 |
- PA
-
Total Assets Under Management45MILLIONS
-
Total Number of Accounts144ACCOUNTS
-
Average Account Value$314,686
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
PA
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