Susan F. Sharin
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Susan Felice Sharin, who also goes by Susan F Sharin, was a registered financial professional .
Susan is a previously registered financial professional and started their career in finance in 1996. Susan had worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
August 17, 1998 - July 15, 2025
EFFICIENT FRONTIER ADVISORS LLC
July 26, 1996 - May 5, 2014
SUSAN F. SHARIN, L.L.C.
State Registrations and Notice Filings
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Visual representation of state registrations
Current Firm
EFFICIENT FRONTIER ADVISORS LLC
CRD#: 111895 / SEC#: 801-60450
Contact information
Documents
Regulatory assets under management
| Total Number of Accounts | 199 |
| AUM (Assets Under Management) | $ 419,344,585 |
Red Flags
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