Susan C. Anastasiadis

CAPITAL INSIGHT PARTNERS

Scottsdale, AZ 85255

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CRD#: 4162189

Professional summary

Susan Christine Anastasiadis, who also goes by Susan Anastasiadis, Susan Christine Bishop, is a registered financial advisor currently at CAPITAL INSIGHT PARTNERS, LLC located in Scottsdale, Arizona and M. S. HOWELLS & CO. located in Scottsdale, Arizona.

Susan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Susan has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Susan Anastasiadis | Susan Christine Bishop

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) AUGUST 2008; CAPITAL INSIGHT PARTNERS; SCOTTSDALE AZ; REGISTERED INVESTMENT ADVISOR; INVESTMENT RELATED; PARTNER, CO-OWNER, CCO AND COO; 160 HRS/MO, 100 DURING MARKET HOURS. 2) AUGUST 2008; MS INSENTRA, SCOTTSDALE AZ; NON INVESTMENT RELATED; INSURANCE SALES AND SERVICE; AGENT; SALES OF INSURANCE TO EXISTING RIA CLIENTS AND SERVICING MAINTENANCE ON EXISTING POLICIES; DEVOTE 5 HRS/MONTH DURING MARKET HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Susan Christine Anastasiadis'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

August 27, 2008 - Present

CAPITAL INSIGHT PARTNERS, LLC

Office #1: 7328 East Deer Valley Road Suite 105, Scottsdale, AZ 85255

RIA

CRD#: 147165

Scottsdale, AZ

Current

December 9, 2016 - Present

M. S. HOWELLS & CO.

Office #1: 7328 E Deer Valley Rd Suite 105, Scottsdale, AZ 85255

CRD#: 104100

Scottsdale, AZ

Past

December 8, 2016 - December 9, 2016

SECURITIES AMERICA, INC.

CRD#: 10205

SCOTTSDALE, AZ

Past

March 4, 2011 - December 8, 2016

FOOTHILL SECURITIES, INC.

CRD#: 1027

SCOTTSDALE, AZ

Past

August 15, 2008 - March 4, 2011

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

SCOTTSDALE, AZ

Past

February 22, 2005 - August 19, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

SCOTTSDALE, AZ

Past

February 22, 2005 - August 19, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

SCOTTSDALE, AZ

Past

April 2, 2004 - February 9, 2005

CHARLES SCHWAB & CO., INC.

CRD#: 5393

WESTLAKE, TX

Past

January 31, 2003 - February 24, 2004

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

BELLEVUE, WA

Past

June 24, 2002 - February 24, 2004

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

April 18, 2000 - October 6, 2000

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

OAKDALE, MN

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".

CAPITAL INSIGHT PARTNERS, LLC

CRD#: 147165 / SEC#: 801-69421

RIA

Registered Investment Advisory firm - (7/14/2008 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

IAR

Arizona
(8/27/2008)

Arizona
(12/9/2016)

California
(12/9/2016)

Colorado
(2/1/2017)

Florida
(1/26/2024)

Georgia
(12/9/2016)

Maryland
(1/26/2024)

Minnesota
(4/4/2017)

Nevada
(12/9/2016)

Virginia
(10/9/2025)

Washington
(12/9/2016)

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 66

Date: 1/11/2003

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 5/4/2000

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: 6/22/2002

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 4/17/2000

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

SRO Registrations

Nasdaq Stock Market

Current Firm

CAPITAL INSIGHT PARTNERS, LLC

CRD#: 147165 / SEC#: 801-69421

RIA

Registered Investment Advisory firm - (7/14/2008 Approved)

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Contact information

Main Address

7328 East Deer Valley Road Suite 105, Scottsdale, AZ 85255

Mailing Address

Phone number

(480) 295-7070

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2 - APPENDIX 1 - WRAP (3/14/2025)

ADV PART 2 - NON-WRAP (3/14/2025)

Regulatory assets under management

Total Number of Accounts	993
AUM (Assets Under Management)	$ 829,630,377

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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Advisor Monitoring

Firm Stability Insights

Susan C. Anastasiadis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Susan Christine Anastasiadis's CRS (Customer Relationship Summary).

Certified licenses

Experience

M. S. HOWELLS & CO.

SECURITIES AMERICA, INC.

FOOTHILL SECURITIES, INC.

PURSHE KAPLAN STERLING INVESTMENTS

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CHARLES SCHWAB & CO., INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

WOODBURY FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

CAPITAL INSIGHT PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/11/2003

Series 63

Date: 5/4/2000

SIE

Date: 10/1/2018

Series 7

Date: 6/22/2002

Series 6

Date: 4/17/2000

FINRA

Nasdaq Stock Market

Current Firm

CAPITAL INSIGHT PARTNERS, LLC

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CAPITAL INSIGHT PARTNERS, LLC

TRUST BUT VERIFY

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