Susan M. Davis

BRIGHTER INVESTING, PB LLC

Atlanta, GA 30326

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CRD#: 1693709

Professional summary

Susan Marie Davis, who also goes by Susan Davis Petro, is a registered financial advisor currently at BRIGHTER INVESTING, PB LLC located in Atlanta, Georgia.

Susan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Susan has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Susan Davis Petro

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 Susan Marie Davis's 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

November 6, 2019 - Present

BRIGHTER INVESTING, PB LLC

Office #1: 3550 Lenox Rd. Ne 21st Floor, Atlanta, GA 30326

RIA

CRD#: 299367

Atlanta, GA

Past

August 8, 2007 - October 29, 2018

SECURIAN FINANCIAL SERVICES, INC.

RIA

CRD#: 15296

ATLANTA, GA

Past

April 24, 2003 - December 6, 2011

GV FINANCIAL ADVISORS, INC.

RIA

CRD#: 112118

ATLANTA, GA

Past

April 24, 2003 - October 31, 2018

JOYN ADVISORS, INC.

RIA

CRD#: 106725

ATLANTA, GA

Past

February 20, 1998 - October 29, 2018

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

ATLANTA, GA

Past

February 6, 1991 - December 31, 1995

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

ST. PAUL, MN

Past

February 1, 1990 - February 20, 1991

GUARDIAN INVESTOR SERVICES LLC

CRD#: 6635

NEW YORK, NY

Past

July 21, 1987 - February 9, 1990

OGILVIE SECURITY ADVISORS CORPORATION

CRD#: 10105

CHICAGO, IL

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

Georgia
(11/6/2019)

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

State Security Law Exam

IAR

Series 66

Date: 2/15/2002

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 3/25/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/18/1998

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 5/28/2002

General Securities Principal Examination

Current Firm

BRIGHTER INVESTING, PB LLC

BRIGHTER INVESTING, PB LLC | MAGNETIC INVESTMENTS, PBLLC | MAGNETIC INVESTMENTS PB LLC | MAGNETIC INVESTMENTS LLC | MAGNETIC INVESTMENTS

CRD#: 299367 / SEC#:

Georgia

Registered Investment Advisory firm - (2/14/2019 Approved)

Texas

Registered Investment Advisory firm - (4/23/2022 Conditional Restricted)

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Contact information

Main Address

3550 Lenox Rd. Ne 21st Floor, Atlanta, GA 30326

Mailing Address

Phone number

(404) 410-0645

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	109
AUM (Assets Under Management)	$ 39,077,713

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 M. Davis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

SECURIAN FINANCIAL SERVICES, INC.

GV FINANCIAL ADVISORS, INC.

JOYN ADVISORS, INC.

SECURIAN FINANCIAL SERVICES, INC.

SECURIAN FINANCIAL SERVICES, INC.

GUARDIAN INVESTOR SERVICES LLC

OGILVIE SECURITY ADVISORS CORPORATION

State Registrations and Notice Filings

Exams

Series 66

Date: 2/15/2002

Series 63

Date: 3/25/1998

SIE

Date: 10/1/2018

Series 7

Date: 2/18/1998

Series 24

Date: 5/28/2002

Current Firm

BRIGHTER INVESTING, PB LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BRIGHTER INVESTING, PB LLC

TRUST BUT VERIFY

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