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Susan Bochnowski Egan

WOLOSHIN INVESTMENT MANAGEMENT, LLC·MEDFORD, New Jersey
SIE, Series 7, Series 66Clean record17 years registeredWOLOSHIN INVESTMENT MANAGEMENT, LLC
40 NORTH MAIN STREET, MEDFORD, NJ 08055CRD# 5188244Firm CRD# 132346

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Susan Bochnowski Egan · MEDFORD, NJ
Registration
CRD #5188244 · WOLOSHIN INVESTMENT MANAGEMENT, LLC · 17 years registered
Brand Profile
Not yet started
01

Career History

WOLOSHIN INVESTMENT MANAGEMENT, LLC
Dec 2008 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · December 11, 2008
Years registered · 17
03

Disclosure History

Clean record · no disclosure events on file

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

04

Firm Overview

Firm
WOLOSHIN INVESTMENT MANAGEMENT, LLC
CRD 132346 · SEC 801-126037
AUM
$130M
Regulatory assets under management
Employees
3
815 client accounts
Services offered by WOLOSHIN INVESTMENT MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at WOLOSHIN INVESTMENT MANAGEMENT, LLC →
Introduction

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05

Frequently Asked Questions

What services does Susan Bochnowski Egan offer?
Susan Bochnowski Egan specializes in Financial Planning, Investment Management. Contact their office in MEDFORD, New Jersey for a consultation.
What are Susan Bochnowski Egan's credentials?
Susan Bochnowski Egan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Susan Bochnowski Egan located?
Susan Bochnowski Egan is based in MEDFORD, New Jersey, working with WOLOSHIN INVESTMENT MANAGEMENT, LLC. Their office serves clients in the MEDFORD metropolitan area and surrounding communities.
How does Susan Bochnowski Egan charge for services?
Susan Bochnowski Egan'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 WOLOSHIN INVESTMENT MANAGEMENT, LLC?
WOLOSHIN INVESTMENT MANAGEMENT, LLC has approximately 3 employees and manages $130M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WOLOSHIN INVESTMENT MANAGEMENT, LLC

Michael Allan Woloshin
MEDFORD, NJ

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New Jersey
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