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Susan Otto Goodell

OTTO & ASSOCIATES, INC.·NORWICH, Vermont
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16 BEAVER MEADOW ROAD, NORWICH, VT 05055CRD# 5895496Firm CRD# 109493
01

About

Susan Otto Goodell is a registered financial advisor based in NORWICH, Vermont, affiliated with OTTO & ASSOCIATES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
OTTO & ASSOCIATES, INC.
OTTO & ASSOCIATES, INC.
AUM
$223M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at OTTO & ASSOCIATES, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 5895496
Firm CRD# 109493
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Susan Otto Goodell offer?
Susan Otto Goodell specializes in Financial Planning, Investment Management. Contact their office in NORWICH, Vermont for a consultation.
What are Susan Otto Goodell's credentials?
Susan Otto Goodell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Susan Otto Goodell located?
Susan Otto Goodell is based in NORWICH, Vermont, working with OTTO & ASSOCIATES, INC.. Their office serves clients in the NORWICH metropolitan area and surrounding communities.
How does Susan Otto Goodell charge for services?
Susan Otto Goodell'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 OTTO & ASSOCIATES, INC.?
OTTO & ASSOCIATES, INC. has approximately 6 employees and manages $223M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Vermont
BURLINGTON (61)MONTPELIER (49)SOUTH BURLINGTON (17)MANCHESTER (17)BRATTLEBORO (13)
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Research
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