Inactive

Susan Otto Goodell

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Current Employers

Otto & Associates, Inc.

16 Beaver Meadow Road, Norwich, VT 05055 • United States

Current Registrations

Authority	Category	Status	Date
NH	RA	APPROVED	2021-08-19
NY	RA	APPROVED	2021-08-19
NC	RA	APPROVED	2021-08-19
TX	RA	APPROVED	2021-08-19
VT	RA	APPROVED	2013-11-22

NH RA
APPROVED

Since 2021-08-19
NY RA
APPROVED

Since 2021-08-19
NC RA
APPROVED

Since 2021-08-19
TX RA
APPROVED

Since 2021-08-19
VT RA
APPROVED

Since 2013-11-22

Branch Locations

16 Beaver Meadow Road, Norwich, VT 05055 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Otto And Assocites	Norwich	VT	06/2009	Present

06/2009 → Present

Otto And Assocites

Norwich, VT

Designations

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC

CLEAN YIELD ASSET MANAGEMENT

BOREALIS VENTURES

MORGAN STANLEY

CWM, LLC

THE LYME TIMBER COMPANY LLC

OSAIC INSTITUTIONS, INC.

MICHAEL D. TAXMAN INVESTMENT MANAGEMENT

Other Investors

STEPHEN CHAPMAN WINSLOW

Clara Cole

JESSICA L DUNCKLEE

Deborah L Maher

DORIGEN RYAN HOFMANN

ERIC MICHAEL BECKER

ELIZABETH DOYLE GLENSHAW

Jenny Ngo Ly

Other Offices

LPL FINANCIAL LLC · NORWICH, VT

CLEAN YIELD ASSET MANAGEMENT · NORWICH, VT

OTTO & ASSOCIATES, INC. · Norwich, VT

BOREALIS VENTURES · HANOVER, NH

MORGAN STANLEY · Hanover, NH

CWM, LLC · Hanover, NH

THE LYME TIMBER COMPANY LLC · HANOVER, NH

OSAIC INSTITUTIONS, INC. · HANOVER, NH

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