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Susan Elizabeth Danson

Susan E. Danson

NEW SHORE FINANCIAL LLC
Wrentham, MA 02093
Some features on this profile are disabled
CRD#: 6400773
Susan Elizabeth Danson

Professional summary

Susan Elizabeth Danson, CFP®, who also goes by Susan Elizabeth Donnelly, is a registered financial advisor currently at NEW SHORE FINANCIAL LLC located in Wrentham, Massachusetts.

Susan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Susan has worked at 2 firms and has passed the Series 65 exam.

Core Areas of Focus

Corporate Executives
Divorce Planning
Novice Investors
Tax Planning
Women's Financial Planning Issues

Biography

Sue Danson is a Certified Financial Planner™, Fiduciary, and the founder of New Shore Financial. New Shore is an independent, fee-only firm specializing in supporting professional women going through financial transitions. Sue also holds the Series 65 license and is an active member in the Financial Planning Association and NAPFA, as well as the XY Planning Network.  When Sue isn’t helping her clients achieve their goals, she and her husband spend their “free time” Ubering their three, very active tween-teen boys to hockey, football, basketball, and lacrosse – with a little skiing thrown in when time allows.

Question & Answer

What are your service offerings?
Comprehensive Financial Planni...
Inheritance
Tax Planning
Divorce Planning
Life Transitions
Investment Planning
Retirement Planning
Are you a "fiduciary"?
Yes

Aliases

Susan Elizabeth Donnelly

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 Susan Elizabeth Danson'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®
CFP®

Certified Financial Planner

Start date: 2017

Experience

Current

August 14, 2019 - Present

NEW SHORE FINANCIAL LLC

Office #1: 513 South Street Suite 201, Wrentham, MA 02093
RIA
CRD#: 301148
Wrentham, MA
Past

March 2, 2015 - February 11, 2019

BOSTON HILL ADVISORS, LLC

RIA
CRD#: 141306
NORTH ANDOVER, MA

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
Massachusetts
(8/14/2019)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/2/2015
Uniform Investment Adviser Law Examination

Current Firm

NEW SHORE FINANCIAL LLC
NEW SHORE FINANCIAL LLC
DANSON, SUSAN | NEW SHORE FINANCIAL LLC

CRD#: 301148 / SEC#:

Massachusetts
Registered Investment Advisory firm - (8/14/2019 Approved)
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Contact information

Main Address
513 South Street Suite 201, Wrentham, MA 02093
Mailing Address
Phone number
(617) 699-6585
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts29
AUM (Assets Under Management)$ 11,817,170

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

NEW SHORE FINANCIAL LLC

NEW SHORE FINANCIAL LLC

CRD#: 301148Wrentham, MA 02093

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Contact information

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