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Susan Martha Pozer

WELLINGTON MANAGEMENT CANADA LLC·BOSTON, Massachusetts
SIE, Series 7, Series 24, Series 63Clean recordWELLINGTON MANAGEMENT CANADA LLC
280 CONGRESS STREET, BOSTON, MA 02210CRD# 6120871Firm CRD# 172386

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Susan Martha Pozer · BOSTON, MA
Registration
CRD #6120871 · WELLINGTON MANAGEMENT CANADA LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
WELLINGTON MANAGEMENT CANADA LLC
CRD 172386 · SEC 801-80256
AUM
$16.6B
Regulatory assets under management
Employees
0
53 client accounts
Services offered by WELLINGTON MANAGEMENT CANADA LLC
Per Form ADV
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at WELLINGTON MANAGEMENT CANADA LLC →
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04

Frequently Asked Questions

What services does Susan Martha Pozer offer?
Susan Martha Pozer specializes in Retirement Planning, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.
What are Susan Martha Pozer's credentials?
Susan Martha Pozer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Susan Martha Pozer located?
Susan Martha Pozer is based in BOSTON, Massachusetts, working with WELLINGTON MANAGEMENT CANADA LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Susan Martha Pozer charge for services?
Susan Martha Pozer's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WELLINGTON MANAGEMENT CANADA LLC?
WELLINGTON MANAGEMENT CANADA LLC is a registered investment adviser with the SEC, managing $16.6B in regulatory assets under management. See their Form ADV for full details.
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Other Advisors at WELLINGTON MANAGEMENT CANADA LLC

Akin Nicholas Greville
BOSTON, MA
Isabelle Marie Perrault
BOSTON, MA
Alan Joseph Matijas
BOSTON, MA

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Research
Advisor Fees in MassachusettsNational Fee Analysis
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