Susan Burns Dba Snug Harbor Financial Planning

Susan Burns Dba Snug Harbor Financial Planning (CRD# 132213) is a financial advisory firm headquartered in Marshfield, MA. They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Susan Burns Dba Snug Harbor Financial Planning
Showing 1 - 1 of 1 top financial advisors.
Susan Burns
CRD#: 4875600
Marshfield, MA

Susan Burns (CRD# 4875600) is an Investment Advisor Representative working at Susan Burns Dba Snug Harbor Financial Planning in Marshfield, MA and has 1 year of experience in the finance industry. Susan Burns 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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