Suzanne Antonelli, financial advisor Southfield MI

Suzanne Antonelli

CRD Number: 1635340
Current Firm: Sigma Investment Counselors

Suzanne Antonelli (CRD# 1635340) is an Investment Advisor Representative working at Sigma Investment Counselors in Southfield, MI and has 1 year of experience in the finance industry. Suzanne Antonelli has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Sigma Investment Counselors Southfield, MI Jul 2011 - Current 9
Ljpr, LLC Troy, MI Dec 2006 - Jul 2011 4
Fairlane Investment Advisors, Inc. Dearborn, MI Aug 2006 - Dec 2006 < 1

Suzanne Antonelli has no recent exams reported.
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Suzanne M. Antonelli
Phone Number: 248-223-0122
Registered State(s):
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    1,222
    MILLIONS
  • Total Number of Accounts
    671
    ACCOUNTS
  • Average Account Value
    $1,821,626
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, FL, IL, MI, NC, OH, TX, VA

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