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Susan Mary Lohmiller

DUNAMIS ADVISOR GROUP LLC·DELMAR, New York
SIE, Series 6, Series 7, Series 24, Series 63, Series 6620 years registeredDUNAMIS ADVISOR GROUP LLC
2 NORMANSKILL BLVD., DELMAR, NY 12054CRD# 4280888Firm CRD# 285606

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Susan Mary Lohmiller · DELMAR, NY
Registration
CRD #4280888 · DUNAMIS ADVISOR GROUP LLC · 20 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: DUNAMIS ADVISOR GROUP LLC
IBN FINANCIAL SERVICES, INC
Jul 2021 – Dec 2024
Laconia, NH
INVESTMENT ADVISORS
Nov 2010 – Apr 2011
CLIFTON PARK, NY
WALL STREET FINANCIAL GROUP, INC
Feb 2009 – Sep 2010
VALATIE, NY
WALL STREET FINANCIAL GROUP, INC
Jun 2006 – Sep 2008
VALATIE, NY
INVEST FINANCIAL CORPORATION
Apr 2006 – Jul 2006
VALATIE, NY
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 63
Series 66
Registration record
First registered · April 12, 2006
Years registered · 20
03

Disclosure History

2005Employment Separation After Allegations

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
DUNAMIS ADVISOR GROUP LLC
CRD 285606 · SEC 801-108703
AUM
—
Regulatory assets under management
Employees
1
Total firm employees
Services offered by DUNAMIS ADVISOR GROUP LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at DUNAMIS ADVISOR GROUP LLC →
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05

Frequently Asked Questions

What services does Susan Mary Lohmiller offer?
Susan Mary Lohmiller specializes in Financial Planning, Investment Management.
What are Susan Mary Lohmiller's credentials?
Susan Mary Lohmiller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Susan Mary Lohmiller located?
Susan Mary Lohmiller is based in DELMAR, New York, last registered with DUNAMIS ADVISOR GROUP LLC.
How does Susan Mary Lohmiller charge for services?
Susan Mary Lohmiller's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DUNAMIS ADVISOR GROUP LLC?
DUNAMIS ADVISOR GROUP LLC has approximately 1 employees. The firm is registered with the SEC as an investment adviser.
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