Susan M. Cirelli
Professional summary
Susan Marie Cirelli is a registered financial professional currently at CRESAP, INC. located in Radnor, Pennsylvania.
Susan is registered as a RR (Registered Representative) and started their career in finance in 1987. Susan has worked at 4 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Susan Marie Cirelli's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 9, 1994 - Present
CRESAP, INC.
Office #1: 259 N. Radnor-chester Rd. Ste. 140, Radnor, PA 19087January 27, 1993 - June 3, 1994
INTERVEST FINANCIAL SERVICES, INC.
June 1, 1988 - January 29, 1993
HIBBARD BROWN & CO., INC.
October 21, 1987 - June 2, 1988
F.N. WOLF & CO., INC.
Primary Firm SEC Registration
CRESAP, INC.
CRD#: 25899 / SEC#: 801-79750, 8-42117
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/10/2017)
(6/4/2008)
(6/22/2020)
(1/23/2023)
(6/13/1994)
(6/9/1994)
(6/9/1994)
(9/21/2006)
(2/28/2019)
(6/2/2022)
Exams
FINRA
Current Firm
CRESAP, INC.
CRD#: 25899 / SEC#: 801-79750, 8-42117
Contact information
SEC notice filing (1 States and Territories)
FINRA licenses (44 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CRESAP, MARK WINFIELD III | PRESIDENT/CHIEF COMPLIANCE OFFICER | 828898 |
Regulatory assets under management
| Total Number of Accounts | 595 |
| AUM (Assets Under Management) | $ 339,016,488 |
Disclosures
| Regulatory Event | 3 |
Red Flags
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