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Susan Elizabeth Sessler

CAPSHIFT ADVISORS, LLC·WEST NEWTON, Massachusetts
SIE, Series 7, Series 63Clean recordCAPSHIFT ADVISORS, LLC
15 SPENCER STREET, WEST NEWTON, MA 02465CRD# 6541301Firm CRD# 309860

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Susan Elizabeth Sessler · WEST NEWTON, MA
Registration
CRD #6541301 · CAPSHIFT ADVISORS, 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
CAPSHIFT ADVISORS, LLC
CRD 309860 · SEC 801-119451
AUM
$363M
Regulatory assets under management
Employees
15
115 client accounts
Services offered by CAPSHIFT ADVISORS, LLC
Per Form ADV
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at CAPSHIFT ADVISORS, LLC →
Introduction

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Frequently Asked Questions

What services does Susan Elizabeth Sessler offer?
Susan Elizabeth Sessler specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in WEST NEWTON, Massachusetts for a consultation.
What are Susan Elizabeth Sessler's credentials?
Susan Elizabeth Sessler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Susan Elizabeth Sessler located?
Susan Elizabeth Sessler is based in WEST NEWTON, Massachusetts, working with CAPSHIFT ADVISORS, LLC. Their office serves clients in the WEST NEWTON metropolitan area and surrounding communities.
How does Susan Elizabeth Sessler charge for services?
Susan Elizabeth Sessler's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPSHIFT ADVISORS, LLC?
CAPSHIFT ADVISORS, LLC has approximately 15 employees and manages $363M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CAPSHIFT ADVISORS, LLC

Scott Joseph Babka
WEST NEWTON, MA
Gerhard Robert Fox
WEST NEWTON, MA

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Nearby cities in Massachusetts
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Research
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