Susan Daland Garza
Professional Summary
Susan Daland Garza, who also goes by Susan Daland Gretzkowski, is a registered financial advisor currently at GLADSTONE SECURITIES, LLC located in Mclean, Virginia. Susan is registered as a RR (Registered Representative) and started their career in finance in 2014. Susan has worked at 1 firm and has passed the SIE and Series 99 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Susan Daland Gretzkowski
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
12 years in the financial services industry
Current & Past Employments
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Current Firm
CIRCADIAN PARTNERS LLC | GLADSTONE SECURITIES, LLC
Contact Information
Main Address
1521 Westbranch Drive Suite 100, Mclean, VA 22102Mailing Address
1521 Westbranch Drive Suite 100, Mclean, VA 22102Phone Number
(703) 287-5900Established
Connecticut since 04/07/2003Firm Type
Limited Liability CompanyFiscal Year End
JuneFirm Size
SmallFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| THE GLADSTONE COMPANIES, INC. | SHAREHOLDER | — |
| DELLAFIORA, JOHN ANTHONY JR | MEMBER, BOARD OF MANAGERS/MANAGING PRINCIPAL/CHIEF COMPLIANCE OFFICER | 5412022 |
| GLADSTONE, DAVID JOHN | MEMBER, BOARD OF MANAGERS | 4578897 |
| KENT, RICHARD JOHN | MEMBER, BOARD OF MANAGERS/MANAGING PRINCIPAL | 3258231 |
| LICALSI, MICHAEL BERNARD | MEMBER, BOARD OF MANAGERS/MANAGING PRINCIPAL/CHIEF LEGAL OFFICER/SECRETARY | 2578298 |
| MARRONE, MICHAEL THOMAS | FINANCIAL AND OPERATIONS PRINCIPAL | 4859949 |
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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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Susan Daland Garza's CRS (Customer Relationship Summary).
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