Unclaimed Profile

Susan Christine Anastasiadis

CAPITAL INSIGHT PARTNERS, LLC·SCOTTSDALE, Arizona

SIE, Series 6, Series 7, Series 63, Series 66Clean record23 years registeredCAPITAL INSIGHT PARTNERS, LLC

7328 EAST DEER VALLEY ROAD, SCOTTSDALE, AZ 85255CRD# 4162189Firm CRD# 147165

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Susan Christine Anastasiadis · SCOTTSDALE, AZ

Registration

CRD #4162189 · CAPITAL INSIGHT PARTNERS, LLC · 23 years registered

Brand Profile

Not yet started

Career History

EP WEALTH ADVISORS

Jan 2026 – present

CAPITAL INSIGHT PARTNERS, LLC

Aug 2008 – Jan 2026

SCOTTSDALE, AZ

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Feb 2005 – Aug 2008

SCOTTSDALE, AZ

MERRILL LYNCH PIERCE FENNER & SMITH INC.

Jan 2003 – Feb 2004

BELLEVUE, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 66

Registration record

First registered · January 31, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAPITAL INSIGHT PARTNERS, LLC

CRD 147165 · SEC 801-69421

AUM

$737M

Regulatory assets under management

Employees

971 client accounts

Services offered by CAPITAL INSIGHT PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

View all advisors at CAPITAL INSIGHT PARTNERS, LLC →

Introduction

Speak with Susan

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Susan is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SCOTTSDALE?

Browse all registered financial advisors in SCOTTSDALE, Arizona or claim this profile if it's yours.

Browse SCOTTSDALE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Susan Christine Anastasiadis offer?

Susan Christine Anastasiadis specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SCOTTSDALE, Arizona for a consultation.

What are Susan Christine Anastasiadis's credentials?

Susan Christine Anastasiadis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Susan Christine Anastasiadis located?

Susan Christine Anastasiadis is based in SCOTTSDALE, Arizona, working with CAPITAL INSIGHT PARTNERS, LLC. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.

How does Susan Christine Anastasiadis charge for services?

Susan Christine Anastasiadis's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAPITAL INSIGHT PARTNERS, LLC?

CAPITAL INSIGHT PARTNERS, LLC has approximately 10 employees and manages $737M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →