Susan L. Packard
Professional summary
Susan Lynn Packard, who also goes by Susan L Packard, is a registered financial professional currently at HUNTER ASSOCIATES LLC located in Pittsburgh, Pennsylvania.
Susan is registered as a RR (Registered Representative) and started their career in finance in 1991. Susan has worked at 3 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 Lynn Packard's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 24, 1995 - Present
HUNTER ASSOCIATES LLC
Office #1: 436 Seventh Avenue Koppers Building 27th Floor, Pittsburgh, PA, 15219-1818Office #2: 436 Seventh Avenue Koppers Building 27th Floor, Pittsburgh, PA, 15219-1818May 16, 1994 - October 18, 1994
PARKER/HUNTER INCORPORATED
October 7, 1991 - May 18, 1994
CHAPLIN-MULLAUGH INCORPORATED
Primary Firm SEC Registration
HUNTER ASSOCIATES LLC
CRD#: 30177 / SEC#: 801-42007, 8-44779
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/6/2022)
(3/6/2008)
(1/24/1995)
(1/24/1995)
Exams
FINRA
Current Firm
HUNTER ASSOCIATES LLC
CRD#: 30177 / SEC#: 801-42007, 8-44779
Contact information
SEC notice filing (31 States and Territories)
FINRA licenses (39 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,334 |
| AUM (Assets Under Management) | $ 1,201,488,433 |
Disclosures
| Regulatory Event | 1 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/11/2025 | ||
| 09/30/2024 | ||
| 07/27/2023 | ||
| 12/21/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
