Susan A. Pilon
Professional summary
Susan Alexandra Pilon, CFP®, who also goes by Susan Alexandra Crawford, is a registered financial advisor currently at MANNING & NAPIER ADVISORS, LLC located in Saint Petersburg, Florida and MANNING & NAPIER INVESTOR SERVICES, INC. located in St. Petersburg, Florida.
Susan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Susan has worked at 8 firms and has passed the Series 63, Series 65, Series 7TO, Series 6TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Susan Alexandra Pilon's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2005
Experience
April 8, 2022 - Present
MANNING & NAPIER ADVISORS, LLC
Office #2: 150 Second Ave North Suite 800, St. Petersburg, FL 33701April 27, 2022 - Present
MANNING & NAPIER INVESTOR SERVICES, INC.
Office #1: 150 Second Ave North Suite 800, St. Petersburg, FL 33701August 21, 2018 - August 18, 2021
MERCER GLOBAL ADVISORS INC.
February 5, 2015 - July 20, 2018
RAYMOND JAMES & ASSOCIATES, INC.
February 2, 2015 - July 20, 2018
RAYMOND JAMES & ASSOCIATES, INC.
January 11, 2013 - February 24, 2014
RAYMOND JAMES & ASSOCIATES, INC.
March 7, 2007 - December 31, 2012
RAYMOND JAMES & ASSOCIATES, INC.
March 6, 2007 - February 24, 2014
RAYMOND JAMES & ASSOCIATES, INC.
February 21, 2006 - March 9, 2007
RBC CAPITAL MARKETS, LLC
February 17, 2006 - March 9, 2007
RBC CAPITAL MARKETS, LLC
August 28, 2003 - February 24, 2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
August 22, 2003 - February 24, 2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
July 1, 2003 - July 25, 2003
WELLS FARGO CLEARING SERVICES, LLC
July 1, 2003 - July 25, 2003
WELLS FARGO CLEARING SERVICES, LLC
June 12, 2001 - July 1, 2003
PRUDENTIAL EQUITY GROUP, LLC
June 11, 2001 - July 1, 2003
PRUDENTIAL EQUITY GROUP, LLC
Primary Firm SEC Registration
MANNING & NAPIER ADVISORS, LLC
CRD#: 105992 / SEC#: 801-10733
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/20/2023)
(3/4/2024)
(2/2/2023)
(4/8/2022)
(5/25/2022)
(3/4/2024)
(1/20/2023)
(7/26/2022)
(2/2/2023)
(3/4/2024)
(2/2/2023)
(3/4/2024)
(3/28/2024)
(2/2/2023)
(1/20/2023)
(1/17/2025)
(3/4/2024)
(3/4/2024)
(6/9/2022)
(2/2/2023)
(3/4/2024)
(6/9/2022)
(6/9/2022)
(6/9/2022)
(3/4/2024)
Exams
Series 7TO
Date: 5/5/2023
General Securities Representative ExaminationSeries 6TO
Date: 4/27/2022
Investment Company Products/Variable Contracts Representative ExaminationFINRA
Current Firm
MANNING & NAPIER ADVISORS, LLC
CRD#: 105992 / SEC#: 801-10733
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,279 |
| AUM (Assets Under Management) | $ 18,406,580,736 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/23/2024 | ||
| 12/21/2023 | ||
| 11/21/2022 |
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.
