Susan Levi is a registered investment advisor at Cetera Investment Advisers LLC, based in Pittsburgh, PA, with 17 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
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IM Fee
Assets Under Management
Location
Pittsburgh, PA
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Regulatory History
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Susan is the Executive Vice President at Donnelly-Boland and Associates, spending nearly full-time there, and the Executive Director for The Alliance for Infants and Toddlers, Inc., taking about half of her time. She also holds volunteer positions at Bower Hill Volunteer Fire Department, Christ United Methodist Church, Human Services Administration Organization, Inc., and Community Family Advocates, Inc.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations1 state
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