Susan P. Gavrich
Professional summary
Susan Price Gavrich, CFP®, who also goes by Susan Gavrich, Susan Louise Price, is a registered financial advisor currently at MONEYWELL located in Alameda, California and SEASONAL STRATEGY located in Alameda, California.
Susan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Susan has worked at 2 firms and has passed the Series 7 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Susan Price Gavrich's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2002
Experience
December 15, 2016 - Present
MONEYWELL
November 30, 2018 - Present
SEASONAL STRATEGY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/15/2016)
(8/1/2024)
Exams
Current Firm
SEASONAL STRATEGY
CRD#: 134456 / SEC#: 801-67671
Contact information
Regulatory assets under management
| Total Number of Accounts | 123 |
| AUM (Assets Under Management) | $ 59,306,601 |
Red Flags
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