Susan Condit, financial advisor White Plains NY

Susan Condit

CRD Number: 3012316
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Susan Condit (CRD# 3012316) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in White Plains, NY and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Mount Kisco, NY Jan 2014 - Current 8
Merrill Lynch, Pierce, Fenner & Smith Incorporated Mount Kisco, NY Jul 2013 - Current 8
Condit Family Mount Kisco, NY Dec 2002 - Jul 2013 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1998
S65 NASAA Investment Advisors Law Examination Apr 1998
S66 NASAA Uniform Combined State Law Examination Nov 2013
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 Susan M. Condit
Phone Number: 800-637-7455
Registered State(s):
  • CT
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    1,283,838
    MILLIONS
  • Total Number of Accounts
    2,825,602
    ACCOUNTS
  • Average Account Value
    $454,359
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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