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Susan Elizabeth Sessler

CAPSHIFT ADVISORS, LLC·WEST NEWTON, Massachusetts
Unclaimed Profile
15 SPENCER STREET, WEST NEWTON, MA 02465CRD# 6541301Firm CRD# 309860
01

About

Susan Elizabeth Sessler is a registered financial advisor based in WEST NEWTON, Massachusetts, affiliated with CAPSHIFT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
CAPSHIFT ADVISORS, LLC
CAPSHIFT ADVISORS
AUM
$363M
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at CAPSHIFT ADVISORS, LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6541301
Firm CRD# 309860
No disclosures on file
View on FINRA BrokerCheck →

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05

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 in WEST NEWTON
Christopher Michael Bodnar — EASTWARD CAPITAL PARTNERS, LLCNicholas Joseph Bologna — EASTWARD CAPITAL PARTNERS, LLCScott Joseph Babka — CAPSHIFT ADVISORS, LLCThomas Gerard Snow — RIGHTHAND CAPITAL, LLCDennis Patrick Cameron — EASTWARD CAPITAL PARTNERS, LLC
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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