Suzanne Louise Offutt

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 12/1999 → 09/2017
  Merrill Lynch Pierce Fenner & Smith, Inc.
  Annapolis, MD
• 11/2009 → 09/2017
  Bank Of America,Na
  Annapolis, MD
• 09/2017 → Present
  Commonwealth Financial Network
  Waltham, MA

Previous Registrations

• 2000-03-13 → 2017-09-19
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Annapolis, MD
  Annapolis, MD
  Davidsonville, MD

Other Businesses

1. Fixed insurance sales, as of 2017; 5% time spent during business hours; Conducted at branch location; Investment related. 2. Owner, New Day Enterprises, LLC; a private entity established to facilitate securities, advisory, and insurance business; Located in Edgewater, MD 21037; as of 07/20/2024; 100% of time spent during business hours; Conducted at branch; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2000-03-03

Designations

• Certified Financial Planner

Other Names

• Suzanne L Offutt
• Suzanne Louise Offutt
• Suzanne O Brown
• Suzanne O Offutt
• Suzanne Offut Schriber
• Suzanne O Schriber