Suzanne M. Antonelli

ANTONELLI FINANCIAL ADVISORS

Grosse Pointe, MI 48230

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CRD#: 1635340

Professional summary

Suzanne Marie Antonelli CFP, CFP®, who also goes by Suzanne Marie Antonelli, Suzanne M Mclaughlin, Suzanne Marie Wilmoth, is a registered financial advisor currently at ANTONELLI FINANCIAL ADVISORS, LLC located in Grosse Pointe, Michigan.

Suzanne is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Suzanne has worked at 3 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Suzanne Marie Antonelli | Suzanne M Mclaughlin | Suzanne Marie Wilmoth

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Suzanne Marie Antonelli CFP's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

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

CFP^®

Certified Financial Planner

Start date: 2009

Experience

Current

June 16, 2018 - Present

ANTONELLI FINANCIAL ADVISORS, LLC

Office #1: 16824 Kercheval Place Suite 202, Grosse Pointe, MI 48230

RIA

CRD#: 286452

Grosse Pointe, MI

Past

August 2, 2011 - February 1, 2017

SIGMA INVESTMENT COUNSELORS

RIA

CRD#: 104754

SOUTHFIELD, MI

Past

April 6, 2010 - November 16, 2011

LJPR FINANCIAL ADVISORS

RIA

CRD#: 105895

TROY, MI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ANTONELLI FINANCIAL ADVISORS, LLC

CRD#: 286452 / SEC#: 801-129831

RIA

Registered Investment Advisory firm - (4/3/2024 Approved)

Michigan

Registered Investment Advisory firm - (5/27/2024 Terminated)

Texas

Registered Investment Advisory firm - (5/2/2024 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.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Illinois
(8/9/2024)

IAR

Michigan
(6/16/2018)

IAR

New York
(11/4/2025)

IAR

Texas
(4/3/2020)

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.

Exams

Current Firm

ANTONELLI FINANCIAL ADVISORS, LLC

CRD#: 286452 / SEC#: 801-129831

RIA

Registered Investment Advisory firm - (4/3/2024 Approved)

Michigan

Registered Investment Advisory firm - (5/27/2024 Terminated)

Texas

Registered Investment Advisory firm - (5/2/2024 Terminated)

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Contact information

Main Address

16824 Kercheval Place Suite 202, Grosse Pointe, MI 48230

Mailing Address

Phone number

(313) 290-2602

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ANTONELLI FINANCIAL ADVISORS ADV PART 2 WITH SUPPLEMENTS (3/25/2025)

Regulatory assets under management

Total Number of Accounts	564
AUM (Assets Under Management)	$ 193,000,052

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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Suzanne M. Antonelli

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Suzanne Marie Antonelli CFP's CRS (Customer Relationship Summary).

Certified licenses

Experience

ANTONELLI FINANCIAL ADVISORS, LLC

SIGMA INVESTMENT COUNSELORS

LJPR FINANCIAL ADVISORS

Primary Firm SEC Registration

ANTONELLI FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Current Firm

ANTONELLI FINANCIAL ADVISORS, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ANTONELLI FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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