Suanne M. Ramar
Professional summary
Suanne Marie Ramar, who also goes by Suanne Marie Poznanski, Suanne Marie Townley, is a registered financial advisor currently at BAILARD, INC. located in Foster City, California.
Suanne is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Suanne has worked at 2 firms and has passed the Series 65, Series 1 and Series 40 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Suanne Marie Ramar's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 28, 2016 - Present
BAILARD, INC.
Office #1: 950 Tower Ln Ste 1900, Foster City, CA 94404-2131January 9, 2003 - December 31, 2016
NELSON CAPITAL MANAGEMENT
Primary Firm SEC Registration
BAILARD, INC.
CRD#: 110550 / SEC#: 801-8562
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/28/2016)
(9/24/2021)
Exams
Series 1
Date: 11/21/1974
Registered Representative ExaminationSeries 40
Date: 8/19/1976
Registered Principal ExaminationCurrent Firm
BAILARD, INC.
CRD#: 110550 / SEC#: 801-8562
Contact information
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,573 |
| AUM (Assets Under Management) | $ 6,538,323,255 |
Red Flags
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