Susan
Gardiner

Origin Financial

CRD#7215740
Investment Advisor
in Saunderstown, RI

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About this Advisor

Susan Gardiner is a certified financial planner who works in Saunderstown, Rhode Island with 1 year of relevant experience. Gardiner works at Origin Financial. During their career, Gardiner has held roles at Forbes Financial Planning, Inc, Rhode Island Housing, Rhode Island Public Expenditure Council, Office Of The Rhode Island Senate President, Origin Financial and South County Wealth Management. Gardiner holds a Series 65 license, which qualifies them as an investment advisor representative, and is registered to work in Rhode Island. Origin Financial is an advisory firm that has its headquarters in Boston, MA. It oversees $478 thousand in assets under management among its 23 customer accounts, placing it among the smaller financial advisory firms in the country by assets under management. Origin Financial provides a few services, such as financial planning services and portfolio management for individuals and small businesses. Financial management fees vary depending on the financial services offered. However, fee types billed by Origin Financial can include asset-based and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Saunderstown, RI

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Origin Financial Brokerage Details

Total Assets Under Management

$478,000

RI Average: $16,012,751,954
Total Number of Employees

219

RI Average: 118
Total Number of Accounts

23

RI Average: 4,567
Average Account Size

$20,783

RI Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Susan Gardiner Work History

Susan has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Origin Financial

2022 - Present (2 years)

South County Wealth Management

2019 - 2022 (3 years)

Forbes Financial Planning, Inc

2017 - 2019 (2 years)

Rhode Island Housing

2017 - 2017 (< 1 year)

Rhode Island Public Expenditure Council

2013 - 2017 (4 years)

Office Of The Rhode Island Senate President

*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 Gardiner 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 Origin Financial

Matthew Shapiro
Culver City, CA
David Blaylock
Fort Worth, TX
David Barta
Grovetown, GA
Susan Gardiner
Saunderstown, RI
Michael Hakimi
Boston, MA
Derek Cheshire
Boston, MA
Michelle Petrowski
Boston, MA
Dace Dekruif
Boston, MA

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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