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KS

Karen J. Suskowicz

DAYMARK WEALTH PARTNERS
Pepper Pike, OH 44124
Some features on this profile are disabled
CRD#: 2661700
KS

Professional summary

Karen Jean Suskowicz, who also goes by Karen J Cassidy, Karen Jean Cassidy, is a registered financial advisor currently at DAYMARK WEALTH PARTNERS, LLC located in Pepper Pike, Ohio.

Karen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Karen has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Karen J Cassidy | Karen Jean Cassidy

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 Karen Jean Suskowicz'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

May 5, 2023 - Present

DAYMARK WEALTH PARTNERS, LLC

Office #1: 30100 Chagrin Boulevard Suite 200, Pepper Pike, OH 44124
RIA
CRD#: 320878
Pepper Pike, OH
Past

July 2, 2003 - May 15, 2023

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
PEPPER PIKE, OH
Past

October 1, 1999 - May 15, 2023

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
PEPPER PIKE, OH
Past

June 4, 1999 - October 1, 1999

FIRST UNION CAPITAL MARKETS CORP.

BD
CRD#: 6124
CHARLOTTE, NC
Past

August 13, 1998 - December 4, 1998

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
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".
DW
DAYMARK WEALTH PARTNERS, LLC
COMPASS GROUP OF DAYMARK WEALTH PARTNERS | HOFSTETTER BARON GROUP OF DAYMARK WEALTH PARTNERS | DAYMARK WEALTH PARTNERS, LLC

CRD#: 320878 / SEC#: 801-124936

RIA
Registered Investment Advisory firm - (5/2/2022 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.

Highlighted states indicate IAR registrations

IAR
Ohio
(5/5/2023)
IAR
Texas
(5/5/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/6/2012
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/4/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/11/1998
General Securities Representative Examination

Current Firm

DW
DAYMARK WEALTH PARTNERS, LLC
COMPASS GROUP OF DAYMARK WEALTH PARTNERS | HOFSTETTER BARON GROUP OF DAYMARK WEALTH PARTNERS | DAYMARK WEALTH PARTNERS, LLC

CRD#: 320878 / SEC#: 801-124936

RIA
Registered Investment Advisory firm - (5/2/2022 Approved)
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Contact information

Main Address
9675 Montgomery Road Ste 201, Cincinnati, OH 45242
Mailing Address
Phone number
(513) 838-2520
Established
Firm type
Fiscal year end
# of Employees
31

SEC notice filing (28 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DAYMARK WEALTH PARTNERS - FIRM BROCHURE (10/28/2025)

Regulatory assets under management

Total Number of Accounts6,073
AUM (Assets Under Management)$ 3,939,833,944

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.

Company Information

DAYMARK WEALTH PARTNERS, LLC

CRD#: 320878Pepper Pike, OH 44124

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