Susan Pilon is a CFP-designated registered investment advisor, based in Fairport, NY, with 23 years of industry experience.
Location
290 Woodcliff Drive, Fairport, NY, 14450
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Susan is the President of WAKE Tampa/St. Petersburg since 2016 and a board member of Krewe of Princess Ulele since June 2025. She is also a committee member for Girl Scouts of West Central Florida since January 2025.
Employment History
Current Registrations
Manning & Napier Investor Services, INC.
Manning & Napier Investor Services, INC.Broker
Manning & Napier Advisors, LLC
Previous Registrations
Mercer Global Advisors INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
RBC Dain Rauscher INC.
RBC Dain Rauscher INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
State Registrations21 states
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