AdvisorOS Directory
Claim Profile
Unclaimed Profile
SM

Susan Dawn Moffat

CURATED WEALTH PARTNERS, LLC·EL SEGUNDO, California
SIE, Series 7, Series 63Clean recordCURATED WEALTH PARTNERS, LLC
2101 E EL SEGUNDO BLVD., EL SEGUNDO, CA 90245CRD# 4348539Firm CRD# 297852

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Susan Dawn Moffat · EL SEGUNDO, CA
Registration
CRD #4348539 · CURATED WEALTH PARTNERS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
CURATED WEALTH PARTNERS, LLC
CRD 297852 · SEC 801-113890
AUM
$966M
Regulatory assets under management
Employees
10
234 client accounts
Services offered by CURATED WEALTH PARTNERS, LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
View all advisors at CURATED WEALTH 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 EL SEGUNDO?

Browse all registered financial advisors in EL SEGUNDO, California or claim this profile if it's yours.

Browse EL SEGUNDO AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does Susan Dawn Moffat offer?
Susan Dawn Moffat specializes in Investment Management, Wealth Management. Contact their office in EL SEGUNDO, California for a consultation.
What are Susan Dawn Moffat's credentials?
Susan Dawn Moffat is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Susan Dawn Moffat located?
Susan Dawn Moffat is based in EL SEGUNDO, California, working with CURATED WEALTH PARTNERS, LLC. Their office serves clients in the EL SEGUNDO metropolitan area and surrounding communities.
How does Susan Dawn Moffat charge for services?
Susan Dawn Moffat's firm is compensated through percentage of aum, subscription fees, other: carried interest from private fund. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CURATED WEALTH PARTNERS, LLC?
CURATED WEALTH PARTNERS, LLC has approximately 10 employees and manages $966M 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 →

Other Advisors at CURATED WEALTH PARTNERS, LLC

Richard Alan Ward
EL SEGUNDO, CA
CFA
Lee Benjamin Hutter
EL SEGUNDO, CA

More Advisors in EL SEGUNDO, California

John Michael Krambeer
VALIDUS CAPITAL LLC·EL SEGUNDO, CA
Alexander Mcgregor Anderson
ENVISION CAPITAL MANAGEMENT INC·EL SEGUNDO, CA
Derek Slater Brown
ARX MANAGEMENT, LLC·EL SEGUNDO, CA
Wendy Wan Turk
THE WEALTHGARDEN F.S. LLC·EL SEGUNDO, CA
Douglas John Morse
GRANITE INVESTMENT PARTNERS, LLC·EL SEGUNDO, CA
Richard Anthony Passafiume
GRANITE INVESTMENT PARTNERS, LLC·EL SEGUNDO, CA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in California
SAN FRANCISCO (951)LOS ANGELES (679)SAN DIEGO (421)NEWPORT BEACH (277)IRVINE (191)PASADENA (130)WALNUT CREEK (121)SANTA MONICA (118)SANTA BARBARA (103)LA JOLLA (100)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideSAN DIEGO GuideNEWPORT BEACH GuideIRVINE Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Request removal of this profile