Unclaimed Profile

Lynn Suzanne Erskine

DREXEL MORGAN CAPITAL ADVISERS, INC.·RADNOR, Pennsylvania

SIE, Series 2, Series 6, Series 7, Series 9, Series 10, Series 63, Series 65, Series 66CFP CFAClean record27 years registeredDREXEL MORGAN CAPITAL ADVISERS, INC.

THREE RADNOR CORPORATE CENTER, RADNOR, PA 19087CRD# 2544483Firm CRD# 110339

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lynn Suzanne Erskine · RADNOR, PA

Registration

CRD #2544483 · DREXEL MORGAN CAPITAL ADVISERS, INC. · 27 years registered

Brand Profile

Not yet started

Career History

JANNEY MONTGOMERY SCOTT LLC

Nov 2019 – present

VANGUARD ADVISERS, INC.

Aug 2018 – Nov 2019

MALVERN, PA

JANNEY MONTGOMERY SCOTT LLC

Jan 2014 – Jul 2014

WEST CHESTER, PA

MANAGERS INVESTMENT GROUP LLC

May 2005 – Jul 2005

CONSHOHOCKEN, PA

RORER ASSET MANAGEMENT LLC

Jan 1999 – Apr 2005

CONSHOHOCKEN, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 2

Series 6

Series 7

Series 9

Series 10

Series 63

Series 65

Series 66

Registration record

First registered · January 4, 1999

Years registered · 27

Professional designations · CFP, CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DREXEL MORGAN CAPITAL ADVISERS, INC.

CRD 110339 · SEC 801-17877

AUM

$1.4B

Regulatory assets under management

Employees

165 client accounts

Services offered by DREXEL MORGAN CAPITAL ADVISERS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at DREXEL MORGAN CAPITAL ADVISERS, INC. →

Introduction

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Frequently Asked Questions

What services does Lynn Suzanne Erskine offer?

Lynn Suzanne Erskine specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in RADNOR, Pennsylvania for a consultation.

What are Lynn Suzanne Erskine's credentials?

Lynn Suzanne Erskine holds the following professional designations: CFP, CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Lynn Suzanne Erskine located?

Lynn Suzanne Erskine is based in RADNOR, Pennsylvania, working with DREXEL MORGAN CAPITAL ADVISERS, INC.. Their office serves clients in the RADNOR metropolitan area and surrounding communities.

How does Lynn Suzanne Erskine charge for services?

Lynn Suzanne Erskine'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 DREXEL MORGAN CAPITAL ADVISERS, INC.?

DREXEL MORGAN CAPITAL ADVISERS, INC. has approximately 6 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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