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Susan Willett

OLD NORTH STATE TRUST, LLC·GREENSBORO, North Carolina
Clean record7 years registeredOLD NORTH STATE TRUST, LLC
125 SOUTH ELM STREET, GREENSBORO, NC 27401CRD# 6049201Firm CRD# 106155

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Susan Willett · GREENSBORO, NC
Registration
CRD #6049201 · OLD NORTH STATE TRUST, LLC · 7 years registered
Brand Profile
Not yet started
01

Career History

CAPTRUST
Nov 2022 – present
HIGHTOWER ADVISORS, LLC
Jan 2019 – Oct 2022
Wilmngton, NC
02

Registrations & Exams

Registration record
First registered · January 21, 2019
Years registered · 7
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
OLD NORTH STATE TRUST, LLC
CRD 106155 · SEC 801-50303
AUM
$236M
Regulatory assets under management
Employees
16
370 client accounts
Services offered by OLD NORTH STATE TRUST, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at OLD NORTH STATE TRUST, LLC →
Introduction

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Frequently Asked Questions

What services does Susan Willett offer?
Susan Willett specializes in Financial Planning, Investment Management. Contact their office in GREENSBORO, North Carolina for a consultation.
What are Susan Willett's credentials?
Susan Willett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Susan Willett located?
Susan Willett is based in GREENSBORO, North Carolina, working with OLD NORTH STATE TRUST, LLC. Their office serves clients in the GREENSBORO metropolitan area and surrounding communities.
How does Susan Willett charge for services?
Susan Willett'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 OLD NORTH STATE TRUST, LLC?
OLD NORTH STATE TRUST, LLC has approximately 16 employees and manages $236M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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