Susan Weinblatt
Susan Weinblatt is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Boca Raton, FL, with 33 years of industry experience. Susan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
7284 West Palmetto Park Road Suite 106, Boca Raton, FL, 33433
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Susan is a trustee for the Robert Ade Trust since 2014, dedicating minimal time. She also works as an agent/broker for Evershore Fixed Insurance, spending a few hours per week on fixed insurance sales.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
New England Securities Corporation
New England SecuritiesBroker
North Ridge Securities CORP.Broker
State Registrations8 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.