Suzanne Buchanan Taylor

Employer firm

Composition Wealth, LLC CRD 143483

$9.47B regulatory AUM 184 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

• 07/2016 → 10/2016
  Unemployed
  San Francisco, CA
• 10/2016 → 06/2019
  Capital One Investing, Llc
  Mclean, VA
• 06/2019 → 03/2022
  Sharebuilder Advisors Llc
  Seattle, WA
• 11/2022 → Present
  Composition Wealth, Llc
  Sausalito, CA
• 03/2022 → 11/2022
  Unemployed
  Novato, CA

Previous Registrations

• 2019-08-06 → 2022-03-07
  Sharebuilder 401K
  Seattle, WA
  Novato, CA
• 2005-05-16 → 2008-04-04
  Kelmoore Investment Company, Inc.
  Palo Alto, CA
  Palo Alto, CA

Other Businesses

1) Rotary Club of San Francisco Evening; Not Investment Related; P.O. Box 330536, San Francisco, CA. 94133; 501(c)4 tax exempt charitable organization; Board Member; 07/01/2016; Approximately 5 hours per month.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-08-09
• S66 Uniform Combined State Law Examination
  2000-08-07

Designations

• Certified Financial Planner

Other Names

• Suzanne Thomas