Susan ColotonCRD Number: 4614256
Current Firm: Ameriprise Financial Services, Inc.
Susan Coloton (CRD# 4614256) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Tarpon Springs, FL and has over 14 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Ameriprise Financial Services, Inc.||Tampa, FL||May 2003 - Current||14|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2003|
Total Assets Under Management178,060MILLIONS
Total Number of Accounts1,085,445ACCOUNTS
Average Account Value$164,044
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops