Susan V. Wasserman

Current Employers

Employment History

• 06/2011 → 09/2025
  Avantax Investment Services, Inc.
  St.PEtersburg, FL
• 01/1980 → Present
  Susan Wasserman, Cpa
  South Pasadena, FL
• 06/2007 → Present
  Yoga Flow Inc
  South Pasadena, FL
• 03/2012 → 09/2025
  Avantax Advisory Services
  St.PEtersburg, FL
• 01/2011 → 01/2021
  Suncoast Yoga Teachers Association
  South Pasadena, FL
• 07/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 09/2025 → Present
  Cetera Wealth Services, Llc
  South Pasadena, FL

Previous Registrations

• 2012-04-05 → 2025-09-05
  Avantax Advisory Services
  St. Petersburg, FL
  South Pasadena, FL
  Dallas, TX

Other Businesses

1) Susan Wasserman, CPA~7015 Grevilla Avenue South~South Pasadena~FL~33707~Tax Preparation/Accounting~Owner/Sole Proprietor~1/1/1980~80hrs~60hrs~Tax preparation and manage daily activities. 2) Yoga Flow Inc.~7015 Grevilla Avenue South~South Pasadena~FL~33707~Other~President~6/1/2007~80hrs~60hrs~Yoga classes, workshops, creating and selling yoga related products. 3) 4TH STREET BUNGALOWS, LLC POSITION: President NATURE: Rental of office buildings. These buildings belonged to our deceased mother and were inherited by myself and my two siblings. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 04/03/2023; ADDRESS: 7015 Grevilla Avenue S., South Pasadena FL 33707, United States; DESCRIPTION: Bookkeeping and collection of rents. 4) FOURTH STREET INSURANCE PROFESSIONALS INC. POSITION: President/Co-owner NATURE: Myself along with my two siblings are recent co-owners of this insurance agency which belonged to our mother who passed away. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 03/13/2023; ADDRESS: 5800 4th Street N, St. Petersburg FL 33703, United States; DESCRIPTION: Bookkeeping services which will be paid to my CPA firm. This insurance agency employs agents who are licensed to sell property and casualty insurance only. I have the opportunity to use my license to sell life, health and variable annuities at this location. This is already listed as my branch location. I understand that any life insurance and/or annuities that I sell would be through Avantax only. I will be the only person at this office selling life insurance and annuities. 5) FLORIDA YOGA TEACHERS ASSOCIATION POSITION: Treasurer NATURE: Volunteer treasurer for a small non-profit organization. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/01/2025 ADDRESS: 7015 Grevilla Avenue S., South Pasadena FL 33707, United States DESCRIPTION: Monthly accounting, bank reconciliations, preparation of financial statements for quarterly meetings.

Exams

• S63 Uniform Securities Agent State Law Examination
  2011-09-24

Designations

Other Names

• Susan Valesky
• Susan V Wasserman