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Susan Terwilliger
12 Years of Experience
Killington, VT
1 DisclosureBroker
Susan Terwilliger is a registered investment advisor at Cetera Investment Advisers LLC, based in Killington, VT, with 12 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location
Killington, VT
Get directionsHistory
Regulatory History (1)
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Judgment / Lien
August 2025Other Business Activities
Susan owns Susan Terwilliger Enterprises, LLC, a real estate holding company, dedicating a few hours per week. She is also president of BNI/The Silver Leaf Tavern and a promoter for 1st Thursday, spending minimal time on each.
Employment History
Current Registrations
Cetera Investment Advisers LLC
January 2016 - Present · 10 yrs 8 mos
Cetera Financial Specialists LLCBroker
January 2016 - Present · 10 yrs 8 mos
Previous Registrations
Wells Fargo Advisors, LLCBroker
September 2012 - April 2015 · 2 yrs 7 mos
Wells Fargo Advisors, LLC
September 2012 - April 2015 · 2 yrs 7 mos
Wells Fargo Advisors, LLCBroker
December 2011 - March 2012 · 3 mos
State Registrations8 states
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AdvisorBrokerBoth
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
No exam information available for this advisor.