SM
SM

Susan Mckenna

28 Years of Experience
New Hyde Park, NY
Broker

Susan Mckenna is a registered investment advisor at Raymond James & Associates, INC., based in New Hyde Park, NY, with 28 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

3333 New Hyde Park Road, Suite 203, New Hyde Park, NY, 11042

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Raymond James & Associates, INC.
January 2019 - Present · 7 yrs 4 mos
Raymond James & Associates, INC.Broker
February 2016 - Present · 10 yrs 3 mos
Previous Registrations
Raymond James & Associates, INC.
January 2017 - December 2018 · 1 yr 11 mos
Raymond James & Associates, INC.
February 2016 - December 2016 · 10 mos
Morgan Stanley
May 2011 - February 2016 · 4 yrs 9 mos
Morgan StanleyBroker
May 2011 - February 2016 · 4 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2008 - May 2011 · 3 yrs 2 mos
Citigroup Global Markets INC.Broker
July 1997 - March 2008 · 10 yrs 8 mos
State Registrations30 states
ALAZCACOCTDCDEFLGAIAILLAMAMDMEMSNCNHNJNMNYOHORPARISCTXUTVAWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.