Unclaimed Profile

Susan Otto Goodell

OTTO & ASSOCIATES, INC.·NORWICH, Vermont

Clean recordOTTO & ASSOCIATES, INC.

16 BEAVER MEADOW ROAD, NORWICH, VT 05055CRD# 5895496Firm CRD# 109493

Profile Verification

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

Identity

Susan Otto Goodell · NORWICH, VT

Registration

CRD #5895496 · OTTO & ASSOCIATES, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with Susan

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Susan is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

OTTO & ASSOCIATES, INC.

AUM

$223M

Regulatory assets under management

Employees

Total firm employees

View all advisors at OTTO & ASSOCIATES, INC. →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 5895496

Firm CRD# 109493

View on FINRA BrokerCheck →

Looking for a financial advisor in NORWICH?

Browse all registered financial advisors in NORWICH, Vermont or claim this profile if it's yours.

Browse NORWICH Advisors Are you this advisor? Claim profile

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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →