Claim Profile
SL

Susan Clark Livingston

BROWN BROTHERS HARRIMAN & CO.·NEW YORK, New York
Unclaimed Profile
BROWN BROTHERS HARRIMAN MUTUAL FUND ADVISORY DEPT, NEW YORK, NY 10005-1101CRD# 2831394Firm CRD# 111231
01

About

Susan Clark Livingston is a registered financial advisor based in NEW YORK, New York, affiliated with BROWN BROTHERS HARRIMAN & CO.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Fee-Only Advisory
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
BROWN BROTHERS HARRIMAN & CO.
BROWN BROTHERS HARRIMAN MUTUAL FUND ADVISORY DEPARTMENT
AUM
$20.6B
Regulatory assets under management
Employees
74
Total firm employees
Services
Portfolio management (pooled investments)
Pension consulting
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2831394
Firm CRD# 111231
4 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in NEW YORK?

Browse all registered financial advisors in NEW YORK, New York or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Susan Clark Livingston offer?
Susan Clark Livingston specializes in Investment Management, Retirement Planning, Fee-Only Advisory. Contact their office in NEW YORK, New York for a consultation.
What are Susan Clark Livingston's credentials?
Susan Clark Livingston is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Susan Clark Livingston located?
Susan Clark Livingston is based in NEW YORK, New York, working with BROWN BROTHERS HARRIMAN & CO.. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does Susan Clark Livingston charge for services?
Susan Clark Livingston's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BROWN BROTHERS HARRIMAN & CO.?
BROWN BROTHERS HARRIMAN & CO. has approximately 74 employees and manages $20.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty