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Susan Roberts Colpitts

SIGNATURE FINANCIAL MANAGEMENT INC·NORFOLK, Virginia
Clean recordSIGNATURE FINANCIAL MANAGEMENT INC
WORLD TRADE CENTER, NORFOLK, VA 23510-1676CRD# 2546150Firm CRD# 106375

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Susan Roberts Colpitts · NORFOLK, VA
Registration
CRD #2546150 · SIGNATURE FINANCIAL MANAGEMENT INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Susan Roberts Colpitts is a registered financial advisor based in NORFOLK, Virginia, affiliated with SIGNATURE FINANCIAL MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
SIGNATURE FINANCIAL MANAGEMENT INC
BROWN ADVISORY
AUM
$6.9B
Regulatory assets under management
Employees
40
Total firm employees
View all advisors at SIGNATURE FINANCIAL MANAGEMENT INC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 2546150
Firm CRD# 106375
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Susan Roberts Colpitts offer?
Susan Roberts Colpitts specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in NORFOLK, Virginia for a consultation.
What are Susan Roberts Colpitts's credentials?
Susan Roberts Colpitts is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Susan Roberts Colpitts located?
Susan Roberts Colpitts is based in NORFOLK, Virginia, working with SIGNATURE FINANCIAL MANAGEMENT INC. Their office serves clients in the NORFOLK metropolitan area and surrounding communities.
How does Susan Roberts Colpitts charge for services?
Susan Roberts Colpitts's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SIGNATURE FINANCIAL MANAGEMENT INC?
SIGNATURE FINANCIAL MANAGEMENT INC has approximately 40 employees and manages $6.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SIGNATURE FINANCIAL MANAGEMENT INC

George Randolph Webb
NORFOLK, VA
Anne Ballard Shumadine
NORFOLK, VA
Conrad Moss Shumadine
NORFOLK, VA
John Ballard Shumadine
NORFOLK, VA
Stephen Perry Smiley
NORFOLK, VA
Xandra Leigh Pendergrass
NORFOLK, VA

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Research
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