Susan
Wanamaker

Capital Analysts

CRD#1084399
Investment Advisor
in Beachwood, OH

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About this Advisor

Susan Wanamaker is a financial advisor based in Beachwood, Ohio, working with Capital Analysts. Susan has previously held positions at Morgan Stanley Smith Barney LLC, Morgan Stanley Private Bank, National Association, Merrill Lynch, Pierce, Fenner & Smith Inc, Fidelity Brokerage Services LLC, Fidelity Personal & Workplace Advisors, Axa Advisors, LLC, Equitable Advisors, LLC, Lincoln Investment Planning, LLC, Capital Analysts, LLC, Beacon Financial Advisory LLC, Beacon Financial Partners, Equitable Advisors, and Fidelity Brokerage. Susan has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Ohio. Currently, Susan is part of Capital Analysts, which operates out of Beachwood, Ohio. The firm has 277 offices and 705 employees. The firm manages assets totaling $7.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Capital Analysts includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

25825 Science Park Drive Suite 110
Beachwood, OH 44122

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Capital Analysts Brokerage Details

Total Assets Under Management

$7,095,906,836

OH Average: $15,833,994,310
Total Number of Employees

705

OH Average: 41
Total Number of Accounts

22,363

OH Average: 3,342
Average Account Size

$317,306

OH Average: $4,737,880

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Susan Wanamaker Work History

2023 - Present (1 year)

Beacon Financial Advisory LLC

2020 - Present (4 years)

Lincoln Investment Planning, LLC

2020 - Present (4 years)

Capital Analysts, LLC

2020 - Present (4 years)

Beacon Financial Partners

2019 - 2019 (< 1 year)

Fidelity Personal & Workplace Advisors

2019 - 2020 (1 year)

Axa Advisors, LLC

2019 - 2020 (1 year)

Equitable Advisors, LLC

2019 - 2020 (1 year)

Equitable Advisors

2018 - 2019 (1 year)

Fidelity Brokerage Services LLC

2018 - 2019 (1 year)

Fidelity Brokerage

2016 - 2018 (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2015 - 2016 (1 year)

Morgan Stanley Private Bank, National Association

2013 - 2015 (2 years)

Morgan Stanley Smith Barney LLC

2013 - 2016 (3 years)

Morgan Stanley Smith Barney LLC

Disclosures

Please visit the SEC profile of Susan Wanamaker 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 Capital Analysts

David Davodi
Phoenix, AZ
Ross Donaghay
Tucson, AZ
Patrick Robinson
Braintree, MA
Robert Pryor
Amherst, MA
Jay Merrill
Worcester, MA
Michael Doyle
Amherst, MA
Brett Kubiak
Worcester, MA
Susan Wanamaker
Beachwood, OH

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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