Unclaimed Profile

Susan Roberts Colpitts

SIGNATURE FINANCIAL MANAGEMENT INC·NORFOLK, Virginia

Series 65Clean record31 years registeredSIGNATURE 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 · 31 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SIGNATURE FINANCIAL MANAGEMENT INC

SIGNATURE FAMILY WEALTH ADVISORS

May 2019 – Jan 2021

NORFOLK, VA

BROWN ADVISORY

Dec 2018 – Jun 2019

Norfolk, VA

SIGNATURE FAMILY WEALTH ADVISORS

Oct 1994 – Dec 2018

NORFOLK, VA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · October 11, 1994

Years registered · 31

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SIGNATURE FINANCIAL MANAGEMENT INC

CRD 106375 · SEC 801-47290

AUM

$6.9B

Regulatory assets under management

Employees

1,767 client accounts

Services offered by SIGNATURE FINANCIAL MANAGEMENT INC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at SIGNATURE FINANCIAL MANAGEMENT INC →

Introduction

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Frequently Asked Questions

What services does Susan Roberts Colpitts offer?

Susan Roberts Colpitts specializes in Investment Management, Retirement Planning, Wealth Management.

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, last registered with SIGNATURE FINANCIAL MANAGEMENT INC.

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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