Susan
Pollick
Msh Capital Advisors LLC
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About this Advisor
Susan Pollick is a financial advisor based in Scottsdale, Arizona. Pollick is currently employed by Msh Capital Advisors LLC. Over the course of their career, they have held roles at Umb, M. S. Howells & Co and Msh Capital Advisors Dba Candor Wealth Advisors. Pollick has Series 63 and Series 66 licenses, certifying them as a securities agent, and can advise clients in Arizona and California. Msh Capital Advisors LLC is a financial advisory business that has its headquarters in Scottsdale, AZ. The firm has a total of 26 financial advisors. It manages $849 million in total assets between its 1,730 accounts, placing it among the larger financial advisory firms in the nation by assets under management. The firm provides services to nine charities and foundations. Of its 1,730 customer accounts, just 6% are held by high-net-worth investors who have greater than $1 million in investable assets. The company provides a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors typically vary depending on which services are provided. Fee types billed by Msh Capital Advisors LLC most likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Msh Capital Advisors LLC Brokerage Details
$849,171,465
26
1,730
$490,851
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Susan Pollick Work History
Susan has been registered as a financial advisor for 0 years.*
M. S. Howells & Co
Msh Capital Advisors Dba Candor Wealth Advisors
Umb
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Susan Pollick to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Msh Capital Advisors LLC
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
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