Susan
Faust

Bill Few Associates, Inc

CRD#3160149
Investment Advisor
in Pittsburgh, PA

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About this Advisor

Susan Faust is a financial advisor working out of Pittsburgh, Pennsylvania with 8 years of relevant experience. Faust works at Bill Few Associates, Inc. Faust has gained experience at Trebuchet Consulting, LLC, Bill Few Associates, Inc and Bill Few Securities, Inc. Faust maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Pennsylvania. Bill Few Associates, Inc is a company operating out of Pittsburgh, PA. The investment advisory business has offices in two locations and a total of 30 employees. It manages $2 billion in total assets between its 6,952 accounts, placing it among the biggest firms in the United States by assets under management. Of its 6,952 customer accounts, just 1% belong to high-net-worth investors who have greater than $1 million in assets. Bill Few Associates, Inc has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors usually depend on which service is offered. Fee types billed by Bill Few Associates, Inc can include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

8 years

Services Offered

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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

107 Mt. Nebo Pointe Suite 200
Pittsburgh, PA 15237

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Bill Few Associates, Inc Brokerage Details

Total Assets Under Management

$1,776,443,221

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

30

PA Average: 41
Total Number of Accounts

6,952

PA Average: 3,342
Average Account Size

$255,530

PA Average: $4,737,880

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
  • Educational seminars/workshops

Susan Faust Work History

Susan has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Bill Few Associates, Inc

2015 - 2021 (6 years)

Bill Few Securities, Inc

2007 - 2015 (8 years)

Trebuchet Consulting, LLC

2007 - 2013 (6 years)

Bill Few Securities, Inc

*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 Faust 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 Bill Few Associates, Inc

David Rishel
Pittsburgh, PA
Jason Defelice
Pittsburgh, PA
Emily Marzina
Pittsburgh, PA
Mia Kovacs
Pittsburgh, PA
Daniel Zippel
Pittsburgh, PA
Peter Belcastro
Pittsburgh, PA
William Nichols
Pittsburgh, PA
Susan Faust
Pittsburgh, PA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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