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Susannah M. Fletcher

GREYBULL ADVISORS
Raleigh, NC
Some features on this profile are disabled
CRD#: 4998103
SF

Professional summary

Susannah Marie Fletcher, who also goes by Susannah M Fletcher, is a registered financial advisor currently at GREYBULL ADVISORS, LLC located in Raleigh, North Carolina.

Susannah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Susannah has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Susannah M Fletcher

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 Susannah Marie Fletcher'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®
None

Experience

Current

September 19, 2025 - Present

GREYBULL ADVISORS, LLC

RIA
CRD#: 317767
Raleigh, NC
Past

May 7, 2019 - April 9, 2024

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
PHILADELPHIA, PA
Past

February 18, 2019 - April 9, 2024

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
PHILADELPHIA, PA

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".
GA
GREYBULL ADVISORS, LLC
GREYBULL ADVISORS, LLC | GREYBULL STEWARDSHIP

CRD#: 317767 / SEC#: 801-124891

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
Wyoming
(9/19/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/4/2019
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/18/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 1/26/2019
Securities Industry Essentials Examination

Current Firm

GA
GREYBULL ADVISORS, LLC
GREYBULL ADVISORS, LLC | GREYBULL STEWARDSHIP

CRD#: 317767 / SEC#: 801-124891

RIA
Registered Investment Advisory firm - (5/2/2022 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
1115 Maple Way Suite B, Jackson, WY 83001
Mailing Address
970 West Broadway Avenue Suite E-505, Jackson, WY 83001
Phone number
(307) 364-6400
Established
Firm type
Fiscal year end
# of Employees
13

SEC notice filing (2 States and Territories)

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

Documents

Latest Form ADV

Part 2 Brochures

GREYBULL ADVISORS LLC FORM ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts3
AUM (Assets Under Management)$ 310,832,010

Exempt reporting advisers

Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.
SEC / JURISDICTIONREPORTING STATUSEFFECTIVE DATE
SECERA - Withdrawn3/31/2022

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.

Company Information

GREYBULL ADVISORS, LLC

CRD#: 317767Raleigh, NC

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