Susan A. Skahan

AFG FIDUCIARY SERVICES

Hingham, MA 02043

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CRD#: 2388770

Professional summary

Susan Alice Skahan, who also goes by Susan A Skahan, is a registered financial advisor currently at AFG FIDUCIARY SERVICES located in Hingham, Massachusetts and PURSHE KAPLAN STERLING INVESTMENTS located in Hingham, Massachusetts.

Susan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Susan has worked at 12 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Susan A Skahan

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.

1) Susan Skahan is dually-registered as an Investment Advisor Representative with AFG Fiduciary Services Limited Partnership - since 03/2021) and as a Registered Sales Assistant with Purshe Kaplan Sterling Investments, Inc. (PKS" - since 2/2021). Business is conducted from 2 Essington Drive, Hingham, MA 02043. Approximately 90% of Ms. Skahan's time is for services as an Investment Advisor Representative and the balance as a Registered Representative. AFG and PKS are not affiliated.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Susan Alice Skahan'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, 2021 - Present

AFG FIDUCIARY SERVICES

Office #1: 2 Essington Drive, Hingham, MA 02043

RIA

CRD#: 309943

Hingham, MA

Current

February 19, 2021 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 2 Hms Essington Drive, Hingham, MA 02043

CRD#: 35747

Hingham, MA

Past

November 21, 2016 - February 26, 2021

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

HINGHAM, MA

Past

October 2, 2015 - February 26, 2021

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

HINGHAM, MA

Past

January 8, 2009 - October 5, 2015

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

HINGHAM, MA

Past

May 23, 2007 - December 31, 2008

GOLDMAN SACHS & CO. LLC

CRD#: 361

NEW YORK, NY

Past

October 10, 2003 - May 23, 2007

CREDIT SUISSE SECURITIES (USA) LLC

CRD#: 816

BOSTON, MA

Past

August 23, 2002 - October 29, 2003

JEFFERIES LLC

CRD#: 2347

NEW YORK, NY

Past

February 1, 2000 - August 19, 2002

J.P. MORGAN SECURITIES INC.

CRD#: 18718

NEW YORK, NY

Past

January 4, 1999 - February 1, 2000

HAMBRECHT & QUIST LLC

CRD#: 940

SAN FRANCISCO, CA

Past

September 14, 1998 - December 31, 1998

BOFA DISTRIBUTORS, INC.

CRD#: 30683

BOSTON, MA

Past

August 6, 1997 - September 24, 1998

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

CRD#: 7325

BOSTON, MA

Past

August 3, 1995 - April 29, 1997

GRUNTAL & CO., L.L.C.

CRD#: 372

NEW YORK, NY

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".

AFG FIDUCIARY SERVICES

AFG FIDUCIARY SERVICES | AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP

CRD#: 309943 / SEC#: 801-119539

RIA

Registered Investment Advisory firm - (9/25/2020 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

Massachusetts
(2/19/2021)

IAR

Massachusetts
(6/29/2021)

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: 6/8/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/18/1995

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: 8/2/1995

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

AFG FIDUCIARY SERVICES

AFG FIDUCIARY SERVICES | AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP

CRD#: 309943 / SEC#: 801-119539

RIA

Registered Investment Advisory firm - (9/25/2020 Approved)

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Contact information

Main Address

2 Essington Drive, Hingham, MA 02043

Mailing Address

Phone number

(781) 741-2540

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AFG DISCLOSURE BROCHURE, WRAP FEE PROGRAM BROCHURE, BROCHURE SUPPLEMENTS, AND PRIVACY POLICY (2/13/2025)

Regulatory assets under management

Total Number of Accounts	442
AUM (Assets Under Management)	$ 229,162,602

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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Firm Stability Insights

Susan A. Skahan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Susan Alice Skahan's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RAYMOND JAMES FINANCIAL SERVICES, INC.

GOLDMAN SACHS & CO. LLC

CREDIT SUISSE SECURITIES (USA) LLC

JEFFERIES LLC

J.P. MORGAN SECURITIES INC.

HAMBRECHT & QUIST LLC

BOFA DISTRIBUTORS, INC.

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

GRUNTAL & CO., L.L.C.

Primary Firm SEC Registration

AFG FIDUCIARY SERVICES

State Registrations and Notice Filings

Exams

Series 65

Date: 6/8/2021

Series 63

Date: 8/18/1995

SIE

Date: 10/1/2018

Series 7

Date: 8/2/1995

FINRA

Current Firm

AFG FIDUCIARY SERVICES

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AFG FIDUCIARY SERVICES

TRUST BUT VERIFY

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