Susan Skeele Hansen, AIF, CFP | Financial Professional

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Susan Skeele Hansen, AIF®, CFP® was a registered financial professional .

Susan is a previously registered financial professional and started their career in finance in 1985. Susan had worked at 6 firms and has passed the Series 63, SIE, Series 7, Series 22, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

-1) Sharon Wegener, spouse, executor, trustee. Not investment related. Start date: 04/21/2023. Address: 289 Summerhaven Dr, East Syracuse NY, 13057. Title: Acting as Trustee or Executor. Duties: It is not a business but being the executor of spouse's will and trustee of her trust. Time spent during regular hours: 0%. 2) INSURANCE SALES WITH VARIOUS COMPANIES. Not Investment related. Start date: 01/01/1986. Address: 7067 East Genesee St, Fayetteville NY, 13066. Title: Agent. Duties: Selling insurance products when suitable to the financial client's over all plan. Time spent during regular hours: 5%. 3) Hansen's Advisory Services, Inc. Tax preparation. Not investment related. Start date: 01/01/1986. Address: 7067 East Genesee St, Fayetteville NY, 13066. Title: Tax Preparer. Duties: Prepare taxes mostly for financial clients. Time spent during regular hours: 10%. 4) SSSH CORPORATION. Not investment Related. Start date: 05/12/2000. Address:7067 East Genesee St, Fayetteville NY, 13066. Title: President. Duties: This is Hansen's Advisory Services, Inc. office building. Responsibilities include the management of the building and grounds. Time spent during regular hours: 5%.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

CFP^®

Registered Investment Advisory firm - (11/27/2012 Terminated)

Florida

Registered Investment Advisory firm - (10/31/2012 Terminated)

Georgia

Registered Investment Advisory firm - (11/2/2012 Terminated)

Indiana

Registered Investment Advisory firm - (10/31/2012 Terminated)

Maryland

Registered Investment Advisory firm - (11/15/2012 Terminated)

Massachusetts

Registered Investment Advisory firm - (10/31/2012 Terminated)

Minnesota

Registered Investment Advisory firm - (10/31/2012 Terminated)

New Jersey

Registered Investment Advisory firm - (11/28/2012 Terminated)

New York

Registered Investment Advisory firm - (10/31/2012 Terminated)

Ohio

Registered Investment Advisory firm - (12/7/2012 Terminated)

Pennsylvania

Registered Investment Advisory firm - (11/1/2012 Terminated)

South Carolina

Registered Investment Advisory firm - (10/31/2012 Terminated)

Texas

Registered Investment Advisory firm - (10/31/2012 Terminated)

Virginia

Registered Investment Advisory firm - (10/31/2012 Terminated)

West Virginia

Registered Investment Advisory firm - (10/31/2012 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

General Securities Principal Examination

Current Firm

VA

VANDERBILT ADVISORY SERVICES

CRD#: 116537 / SEC#: 801-77166

RIA

Registered Investment Advisory firm - (10/23/2012 Approved)

California

Registered Investment Advisory firm - (11/5/2012 Terminated)

Connecticut

Registered Investment Advisory firm - (11/27/2012 Terminated)

Florida

Registered Investment Advisory firm - (10/31/2012 Terminated)

Georgia

Registered Investment Advisory firm - (11/2/2012 Terminated)

Indiana

Registered Investment Advisory firm - (10/31/2012 Terminated)

Maryland

Registered Investment Advisory firm - (11/15/2012 Terminated)

Massachusetts

Registered Investment Advisory firm - (10/31/2012 Terminated)

Minnesota

Registered Investment Advisory firm - (10/31/2012 Terminated)

New Jersey

Registered Investment Advisory firm - (11/28/2012 Terminated)

New York

Registered Investment Advisory firm - (10/31/2012 Terminated)

Ohio

Registered Investment Advisory firm - (12/7/2012 Terminated)

Pennsylvania

Registered Investment Advisory firm - (11/1/2012 Terminated)

South Carolina

Registered Investment Advisory firm - (10/31/2012 Terminated)

Texas

Registered Investment Advisory firm - (10/31/2012 Terminated)

Virginia

Registered Investment Advisory firm - (10/31/2012 Terminated)

West Virginia

Registered Investment Advisory firm - (10/31/2012 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

125 Froehlich Farm Blvd., Woodbury, NY 11797

Mailing Address

Phone number

(631) 845-5100

Established

Firm type

Fiscal year end

# of Employees

161

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A-REVISION NOV 28 2025 (11/28/2025)

Regulatory assets under management

Total Number of Accounts	6,470
AUM (Assets Under Management)	$ 2,111,673,883

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Susan S. Hansen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

VANDERBILT SECURITIES, LLC

CADARET, GRANT & CO., INC.

CADARET, GRANT & CO., INC.

CADARET, GRANT & CO., INC.

LEGEND EQUITIES CORPORATION

LEGEND CAPITAL CORPORATION

FORESTERS FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

VANDERBILT ADVISORY SERVICES

State Registrations and Notice Filings

Exams

Series 63

Date: 8/30/1985

SIE

Date: 10/1/2018

Series 7

Date: 6/17/1996

Series 22

Date: 11/23/1988

Series 6

Date: 7/18/1985

Series 24

Date: 2/25/1997

Current Firm

VANDERBILT ADVISORY SERVICES

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VANDERBILT ADVISORY SERVICES

TRUST BUT VERIFY

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