Susan Daniele

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2019 → Present
  Edward Jones
  St Louis, MO
• 12/2014 → 04/2019
  Sika Corporation
  Lyndhurst, NJ
• 05/2019 → 10/2019
  Unemployed
  Kinnelon, NJ

Other Businesses

"Type of business: Rental Property Bradley Beach, NJ Start date: 10/5/2019 Landlord Hours per week: 0 Hours during trading: 0 MAINTAIN PROPERTY" "Rental property Type: Rental property Date: 10/01/21 Title: owner Trad Hrs: 0 Tot Hrs: 0 Desc: landlord City-State: Bradley Beach NJ"

Exams

• S66 Uniform Combined State Law Examination
  2020-01-22
• S63 Uniform Securities Agent State Law Examination
  1987-12-22

Other Names

• Susan Lynn Wallasky