Unclaimed Profile

Susan Shannon Spraker

SPRAKER WEST WEALTH MANAGEMENT, INC·WINTER PARK, Florida

Series 7, Series 63Clean record27 years registeredSPRAKER WEST WEALTH MANAGEMENT, INC

334 W. MORSE BLVD., WINTER PARK, FL 32789CRD# 1339536Firm CRD# 147075

Profile Verification

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

Identity

Susan Shannon Spraker · WINTER PARK, FL

Registration

CRD #1339536 · SPRAKER WEST WEALTH MANAGEMENT, INC · 27 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SPRAKER WEST WEALTH MANAGEMENT, INC

SPRAKER WEST WEALTH MANAGEMENT, INC

Jun 2008 – Jul 2024

WINTER PARK, FL

MOISAND FITZGERALD TAMAYO, LLC

Dec 1998 – Aug 2008

MAITLAND, FL

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · December 17, 1998

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SPRAKER WEST WEALTH MANAGEMENT, INC

CRD 147075 · SEC 801-69187

AUM

$227M

Regulatory assets under management

Employees

471 client accounts

Services offered by SPRAKER WEST WEALTH MANAGEMENT, INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SPRAKER WEST WEALTH MANAGEMENT, INC →

Introduction

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Frequently Asked Questions

What services does Susan Shannon Spraker offer?

Susan Shannon Spraker specializes in Financial Planning, Investment Management.

What are Susan Shannon Spraker's credentials?

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

Where is Susan Shannon Spraker located?

Susan Shannon Spraker is based in WINTER PARK, Florida, last registered with SPRAKER WEST WEALTH MANAGEMENT, INC.

How does Susan Shannon Spraker charge for services?

Susan Shannon Spraker'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 SPRAKER WEST WEALTH MANAGEMENT, INC?

SPRAKER WEST WEALTH MANAGEMENT, INC has approximately 5 employees and manages $227M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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