Susan M. Wilkinson
CETERA INVESTMENT ADVISERS LLC | Financial Advisor/ Registered Principal
CHARLOTTESVILLE, VA 22901
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CRD#: 2763156
Professional summary
Susan Marie Wilkinson, CFP®, who also goes by Susan Marie March, Susan Marie Wolford, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Charlottesville, Virginia and CETERA WEALTH SERVICES, LLC located in Charlottesville, Virginia.
Susan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Susan has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7, Series 9 and Series 10 exams.
Question & Answer
What are your service offerings?
Financial planning
Trust & estate planning
Retirement planning
What is your current number of clients?
Greater than 100
Are you a "fiduciary"?
Yes
Aliases
Susan Marie March | Susan Marie Wolford
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. NAME OF OTHER BUSINESS: WILKINSON WEALTH MANAGEMENT, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 05/2008 POSITION/TITLE/RELATIONSHIP: FOUNDER APX NUMBER OF HOURS PER WEEK: 50 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: MANAGE THE BUSINESS, OVERSEE ADVISORS, AND MANAGE CLIENT ACCOUNTS. I ALSO ACT IN THE ROLE OF TRUSTEE FOR COMPANIES 401K PLAN;
CRS (Client Relationship Summary) - RIA
Click below to view Susan Marie Wilkinson'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®
CFP®
Start date: 2013
Experience
Current
July 14, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 889 Rio East Court Suite A, Charlottesville, VA 22901RIA
CRD#: 105644
CHARLOTTESVILLE, VA
Current
July 14, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 889 Rio East Court Suite A, Charlottesville, VA 22901BD
CRD#: 13572
CHARLOTTESVILLE, VA
Past
May 14, 2021 - July 14, 2025
PRIVATE ADVISOR GROUP, LLC
RIA
CRD#: 155216
Charlottesville, VA
Past
May 7, 2008 - May 20, 2021
LPL FINANCIAL LLC
RIA
CRD#: 6413
CHARLOTTESVILLE, VA
Past
May 7, 2008 - July 24, 2025
LPL FINANCIAL LLC
BD
CRD#: 6413
CHARLOTTESVILLE, VA
Past
August 3, 2001 - May 29, 2008
CITIGROUP GLOBAL MARKETS INC.
RIA
CRD#: 7059
CHARLOTTESVILLE, VA
Past
May 7, 2001 - May 29, 2008
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
CHARLOTTESVILLE, VA
Past
August 1, 1996 - May 9, 2001
MORGAN STANLEY DW INC.
BD
CRD#: 7556
PURCHASE, 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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 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.RR
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
RR
Alabama(7/14/2025)
RR
Arizona(7/14/2025)
RR
Arkansas(7/14/2025)
RR
California(7/14/2025)
RR
Colorado(7/14/2025)
RR
Connecticut(9/23/2025)
RR
Delaware(7/14/2025)
RR
District of Columbia(7/14/2025)
RR
Florida(7/14/2025)
RR
Georgia(7/14/2025)
RR
Hawaii(7/14/2025)
RR
Illinois(10/8/2025)
RR
Kentucky(7/14/2025)
RR
Maryland(7/14/2025)
RR
Massachusetts(10/24/2025)
RR
Michigan(7/14/2025)
RR
Minnesota(7/14/2025)
RR
Nebraska(7/14/2025)
RR
Nevada(7/14/2025)
RR
New Jersey(7/14/2025)
RR
New York(7/14/2025)
RR
North Carolina(7/15/2025)
RR
North Dakota(9/23/2025)
RR
Ohio(7/16/2025)
RR
Oregon(8/26/2025)
RR
Pennsylvania(7/14/2025)
RR
South Carolina(7/14/2025)
RR
South Dakota(9/23/2025)
RR
Texas(7/14/2025)
IAR
Texas(7/14/2025)
RR
Vermont(7/14/2025)
RR
Virginia(7/14/2025)
IAR
Virginia(7/14/2025)
RR
Washington(7/14/2025)
RR
Wisconsin(7/14/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
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Company Information
CETERA INVESTMENT ADVISERS LLC
Financial Advisor/ Registered PrincipalCRD#: 105644Charlottesville, VA 22901TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
