Susan
Terwilliger

Cetera Investment Advisers LLC

CRD#5983118
Investment Advisor
in Killington, VT

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About this Advisor

Susan Terwilliger is a financial advisor based in Killington, Vermont, who has 7 years of industry experience. Terwilliger currently works for Cetera Investment Advisers LLC. The advisor has gained experience at Wells Fargo Advisors LLC, Smt Accounting Services, LLC, Cetera Financial Specialists LLC and Cetera Investment Advisers LLC. Terwilliger maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in New Jersey, New York and Vermont. Cetera Investment Advisers LLC is a financial advisory company headquartered in Schaumburg, IL. The company has offices in 1,614 locations and a total of 3,094 people on staff. It has $33 billion in assets under management among its 176,986 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm serves 431 charities and foundations. Of its 176,986 accounts, 23% belong to high-net-worth investors who have greater than $1 million in investable assets. Cetera Investment Advisers LLC provides 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 largely vary depending on which service is provided. However, fee types billed by Cetera Investment Advisers LLC may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

7 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

Killington, VT

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Cetera Investment Advisers LLC Brokerage Details

Total Assets Under Management

$33,356,369,941

VT Average: $6,674,516,078
Total Number of Employees

3,094

VT Average: 44
Total Number of Accounts

176,986

VT Average: 2,564
Average Account Size

$188,469

VT Average: $2,603,165

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 Terwilliger Work History

Susan has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Smt Accounting Services, LLC

2016 - Present (8 years)

Cetera Financial Specialists LLC

2016 - Present (8 years)

Cetera Investment Advisers LLC

2012 - 2015 (3 years)

Wells Fargo Advisors LLC

*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 Terwilliger 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 Cetera Investment Advisers LLC

Michelle Yang
San Marino, CA
Stuart Wilson
Athens, AL
Erin Mcclain
Philadelphia, PA
Howard Hsieh
Irvine, CA
Michael Nelson
Anaheim, CA
Randall Scott
Knoxville, TN
Robert Bodnar
Pittsburgh, PA
Allan Proske
Freehold, NJ

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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