Susan Pilon is a CFP-designated registered investment advisor, based in St. Petersburg, FL, with 23 years of industry experience. Susan is also registered as a broker, so some compensation may come from commissions on products sold.
Location
150 Second Ave North, Suite 800, St. Petersburg, FL, 33701
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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
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.
Exams
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