Susan Cherry Pollick

Employer firm

Msh Capital Advisors LLC CRD 157835

$1.35B regulatory AUM

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

• 06/2013 → 10/2021
  Umb
  Scottsdale, AZ
• 01/2023 → Present
  M. S. Howells & Co.
  Scottsdale, AZ
• 01/2023 → Present
  Msh Capital Advisors Dba Candor Wealth Advisors
  Scottsdale, AZ
• 11/2021 → 12/2022
  Unemployed
  Scottsdale, AZ

Previous Registrations

• 2014-11-13 → 2021-11-09
  Umb Financial Services, Inc.
  Scottsdale, AZ
  St. Louis, MO
  Scottsdale, AZ
  Kansas City, MO

Other Businesses

JAN 2023; MSHCA DBA CANDOR WELATH ADVISORS LLC, SCOTTSDALE; INVESTMENT RELATED MARKETING NAME USED FOR MSHCA; RELATIONSHIP MANAGER; DEVOTE 80 HRS/MONTH DURING MARKET HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2014-10-27
• S63 Uniform Securities Agent State Law Examination
  1999-11-22

Other Names

• Susan Kay Cherry
• Susan Cherry Smith