Unclaimed Profile

Susanna Adams Dellinger

WAYPOINT ADVISORS, LLC·VIRGINIA BEACH, Virginia

Clean recordWAYPOINT ADVISORS, LLC

2101 PARKS AVENUE, VIRGINIA BEACH, VA 23451CRD# 6178905Firm CRD# 115810

Profile Verification

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

Identity

Susanna Adams Dellinger · VIRGINIA BEACH, VA

Registration

CRD #6178905 · WAYPOINT ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Susanna Adams Dellinger is a registered financial advisor based in VIRGINIA BEACH, Virginia, affiliated with WAYPOINT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

WAYPOINT ADVISORS, LLC

AUM

$215M

Regulatory assets under management

Employees

Total firm employees

View all advisors at WAYPOINT ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 6178905

Firm CRD# 115810

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Susanna Adams Dellinger offer?

Susanna Adams Dellinger specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in VIRGINIA BEACH, Virginia for a consultation.

What are Susanna Adams Dellinger's credentials?

Susanna Adams Dellinger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Susanna Adams Dellinger located?

Susanna Adams Dellinger is based in VIRGINIA BEACH, Virginia, working with WAYPOINT ADVISORS, LLC. Their office serves clients in the VIRGINIA BEACH metropolitan area and surrounding communities.

How does Susanna Adams Dellinger charge for services?

Susanna Adams Dellinger'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 WAYPOINT ADVISORS, LLC?

WAYPOINT ADVISORS, LLC has approximately 7 employees and manages $215M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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