Susan
Wanamaker
Capital Analysts
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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
Services Offered
Fee Structure
Office Location
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Capital Analysts Brokerage Details
$7,095,906,836
705
22,363
$317,306
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
Beacon Financial Advisory LLC
Lincoln Investment Planning, LLC
Capital Analysts, LLC
Beacon Financial Partners
Fidelity Personal & Workplace Advisors
Axa Advisors, LLC
Equitable Advisors, LLC
Equitable Advisors
Fidelity Brokerage Services LLC
Fidelity Brokerage
Merrill Lynch, Pierce, Fenner & Smith Inc
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney LLC
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.
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Waltham, MA
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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