Susan Seitter
Susan Seitter is a registered investment advisor at Truist Advisory Services, INC., based in Powhatan, VA, with 25 years of industry experience. Susan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 124,359 clients with $68B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Truist Advisory Services (TAS) offers investment consulting services where fees are negotiable and can be a fixed dollar amount or a percentage of the client's assets. The fee is billed quarterly in arrears.
The AMC Advantage program charges an asset-based fee that includes client-related services, custodial, execution, and reporting services. This fee does not include portfolio management fees charged separately by the investment managers selected by the client. The Program Fees are negotiable and may differ from Client to Client. The Program Fee is billed quarterly in advance.
Location
Powhatan, VA
Get directionsHistory
Regulatory History (2)
Regulatory
September 2013Customer Dispute
November 2008Employment History
Current Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
Truist Investment Services, INC.
Previous Registrations
Suntrust Investment Services, INC.
Infinex Investments, INC.
Infinex Investments, INC.Broker
Waterford Investor Services, INC.Broker
Cbs Advisors, LLC
Community Bankers Securities, LLCBroker
Compass Capital Asset Management
Uvest Financial Services Group, INC.Broker
Davenport & Company LLCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.