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Suzanne Marie Antonelli

ANTONELLI FINANCIAL ADVISORS, LLC·GROSSE POINTE, Michigan
ANTONELLI FINANCIAL ADVISORS, LLC
16824 KERCHEVAL PLACE, GROSSE POINTE, MI 48230CRD# 1635340Firm CRD# 286452

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Suzanne Marie Antonelli · GROSSE POINTE, MI
Registration
CRD #1635340 · ANTONELLI FINANCIAL ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
3 disclosures on file · See FINRA BrokerCheck for full record
01

About

Suzanne Marie Antonelli is a registered financial advisor based in GROSSE POINTE, Michigan, affiliated with ANTONELLI FINANCIAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
ANTONELLI FINANCIAL ADVISORS, LLC
ANTONELLI FINANCIAL ADVISORS, LLC
AUM
$139M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at ANTONELLI FINANCIAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1635340
Firm CRD# 286452
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Suzanne Marie Antonelli offer?
Suzanne Marie Antonelli specializes in Financial Planning, Investment Management. Contact their office in GROSSE POINTE, Michigan for a consultation.
What are Suzanne Marie Antonelli's credentials?
Suzanne Marie Antonelli is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Suzanne Marie Antonelli located?
Suzanne Marie Antonelli is based in GROSSE POINTE, Michigan, working with ANTONELLI FINANCIAL ADVISORS, LLC. Their office serves clients in the GROSSE POINTE metropolitan area and surrounding communities.
How does Suzanne Marie Antonelli charge for services?
Suzanne Marie Antonelli'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 ANTONELLI FINANCIAL ADVISORS, LLC?
ANTONELLI FINANCIAL ADVISORS, LLC has approximately 4 employees and manages $139M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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