Susan M. Izyk

BANKERS LIFE ADVISORY SERVICES

Syracuse, NY 13212

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CRD#: 1650556

Professional summary

Susan Marie Izyk, who also goes by Susan Marie Demario, Susan Izyk, is a registered financial advisor currently at BANKERS LIFE ADVISORY SERVICES, INC. located in Syracuse, New York and BANKERS LIFE SECURITIES, INC. located in Syracuse, New York.

Susan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. Susan has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Susan Marie Demario | Susan Izyk

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.

LIVERPOOL SCHOOL DISTRICT POSITION: Sub NATURE: School INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 10/11/2022 ADDRESS: Blackberry Rd, Liverpool NY 13090, United States DESCRIPTION: Monitor lunch room BANKERS LIFE POSITION: Agent NATURE: Life Insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 50 START DATE: 11/18/2021 ADDRESS: 231 Salina Meadows Parkway, Syracuse NY 13212, United States DESCRIPTION: I am a 1099 agent for Bankers Life and Casualty Company (BLC). As a BLC agent, I am also appointed with KFA through BLC which allows agents to write business for Medicare Supplement, Annuity and Equity Indexed annuity insurance products, life insurance, health and LTC.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Susan Marie Izyk'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®

None

Experience

Current

June 29, 2022 - Present

BANKERS LIFE ADVISORY SERVICES, INC.

Office #1: 231 Salina Meadows Pkwy Ste 100, Syracuse, NY 13212

RIA

CRD#: 281285

Syracuse, NY

Current

June 29, 2022 - Present

BANKERS LIFE SECURITIES, INC.

Office #1: 251 Salina Meadows Pkwy Ste 130, Syracuse, NY 13212

CRD#: 173962

Syracuse, NY

Past

October 24, 2017 - December 31, 2020

CITIZENS SECURITIES, INC.

RIA

CRD#: 39550

FAYETTEVILLE, NY

Past

August 11, 2014 - December 31, 2020

CITIZENS SECURITIES, INC.

CRD#: 39550

FAYETTEVILLE, NY

Past

March 8, 2010 - September 20, 2013

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

PHILADELPHIA, PA

Past

May 16, 2006 - March 1, 2010

M&T SECURITIES, INC.

CRD#: 17358

DEWITT, NY

Past

January 1, 2005 - May 2, 2006

HSBC SECURITIES (USA) INC.

CRD#: 19585

SYRACUSE, NY

Past

July 1, 1996 - January 1, 2005

HSBC BROKERAGE (USA) INC.

CRD#: 6956

NEW YORK, NY

Past

September 24, 1987 - July 27, 1990

AETNA LIFE INSURANCE AND ANNUITY COMPANY

CRD#: 13256

HARTFORD, CT

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".

BANKERS LIFE ADVISORY SERVICES, INC.

BANKERS LIFE | BL ADVISORY SERVICES, INC | BANKERS LIFE ADVISORY SERVICES, INC.

CRD#: 281285 / SEC#: 801-106953

RIA

Registered Investment Advisory firm - (11/18/2015 Approved)

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

New York
(6/29/2022)

IAR

New York
(6/29/2022)

Pennsylvania
(9/20/2022)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/24/2017

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/26/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 6/27/1996

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

BANKERS LIFE ADVISORY SERVICES, INC.

BANKERS LIFE | BL ADVISORY SERVICES, INC | BANKERS LIFE ADVISORY SERVICES, INC.

CRD#: 281285 / SEC#: 801-106953

RIA

Registered Investment Advisory firm - (11/18/2015 Approved)

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Contact information

Main Address

303 E. Wacker Drive 5th Fl, Chicago, IL 60601

Mailing Address

Phone number

(844) 553-9083

Established

Firm type

Fiscal year end

# of Employees

384

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BLAS WRAP BROCHURE 03012025 (2/28/2025)

BLAS-ADV-PART2A 03012025 (2/28/2025)

Regulatory assets under management

Total Number of Accounts	14,938
AUM (Assets Under Management)	$ 1,943,847,697

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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Susan M. Izyk

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Susan Marie Izyk's CRS (Customer Relationship Summary).

Certified licenses

Experience

BANKERS LIFE SECURITIES, INC.

CITIZENS SECURITIES, INC.

CITIZENS SECURITIES, INC.

MSI FINANCIAL SERVICES, INC.

M&T SECURITIES, INC.

HSBC SECURITIES (USA) INC.

HSBC BROKERAGE (USA) INC.

AETNA LIFE INSURANCE AND ANNUITY COMPANY

Primary Firm SEC Registration

BANKERS LIFE ADVISORY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 10/24/2017

Series 63

Date: 7/26/1996

SIE

Date: 10/1/2018

Series 6

Date: 6/27/1996

FINRA

Current Firm

BANKERS LIFE ADVISORY SERVICES, INC.

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BANKERS LIFE ADVISORY SERVICES, INC.

TRUST BUT VERIFY

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