Susan M. Wright

MATCH GRADE ADVISORS

Port Saint Joe, FL 32456

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CRD#: 6147326

Professional summary

Susan M Wright MS., who also goes by Susan Lynn Miner Mrs, Susan Lynn Stephens Miss, is a registered financial advisor currently at MATCH GRADE ADVISORS located in Port Saint Joe, Florida.

Susan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Susan has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Susan Lynn Miner Mrs | Susan Lynn Stephens Miss

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.

Coastal Retirement Consultants, LLC is a third party administration and consulting firm. This is around 140 hours per month, sometimes during trading hours. Susan is the President of this firm.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Susan M Wright MS.'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

January 4, 2021 - Present

MATCH GRADE ADVISORS

Office #1: 209 7th Street, Port Saint Joe, FL 32456

RIA

CRD#: 299181

Port Saint Joe, FL

Past

October 8, 2014 - December 31, 2018

RETIREMENT FUNDING ADVISORS, LLC

RIA

CRD#: 148891

GREENVILLE, SC

Past

March 1, 2013 - September 19, 2013

NEWPORT GROUP CONSULTING, LLC

RIA

CRD#: 140944

LAKE MARY, FL

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".

MATCH GRADE ADVISORS

MATCH GRADE ADVISORS | MATCH GRADE ADVISORS, LLC

CRD#: 299181 / SEC#: 801-114348

RIA

Registered Investment Advisory firm - (12/4/2018 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

Florida
(1/4/2021)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/15/2013

Uniform Investment Adviser Law Examination

Current Firm

MATCH GRADE ADVISORS

MATCH GRADE ADVISORS | MATCH GRADE ADVISORS, LLC

CRD#: 299181 / SEC#: 801-114348

RIA

Registered Investment Advisory firm - (12/4/2018 Approved)

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Contact information

Main Address

400 Pettigru St, Greenville, SC 29601

Mailing Address

Phone number

(864) 250-0661

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (3/12/2025)

Regulatory assets under management

Total Number of Accounts	1,037
AUM (Assets Under Management)	$ 361,004,534

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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Susan M. Wright

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Susan M Wright MS.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

MATCH GRADE ADVISORS

RETIREMENT FUNDING ADVISORS, LLC

NEWPORT GROUP CONSULTING, LLC

Primary Firm SEC Registration

MATCH GRADE ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 3/15/2013

Current Firm

MATCH GRADE ADVISORS

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MATCH GRADE ADVISORS

TRUST BUT VERIFY

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