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Susanna Adams Dellinger

WAYPOINT ADVISORS, LLC·VIRGINIA BEACH, Virginia
Series 65Clean record9 years registeredWAYPOINT 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 · 9 years registered
Brand Profile
Not yet started
01

Career History

CARY STREET PARTNERS
Jul 2020 – present
WAYPOINT ADVISORS, LLC
Oct 2016 – Aug 2020
VIRGINIA BEACH, VA
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · October 11, 2016
Years registered · 9
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WAYPOINT ADVISORS, LLC
CRD 115810 · SEC 801-61451
AUM
$215M
Regulatory assets under management
Employees
7
103 client accounts
Services offered by WAYPOINT ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WAYPOINT ADVISORS, LLC →
Introduction

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05

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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Other Advisors at WAYPOINT ADVISORS, LLC

Elizabeth Tew Patterson
VIRGINIA BEACH, VA
John Graham Spiers
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John Stuart Clunan
VIRGINIA BEACH, VA

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