Susan Marion Miller

Employer firm

Focus Partners Wealth, LLC CRD 159289

$182B regulatory AUM 1,500 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 04/2002 → 02/2019
  Aurora Financial Advisors, Llc
  Newton, MA
• 02/2019 → Present
  Focus Partners Wealth, Llc
  Boston, MA

Previous Registrations

• 2002-06-14 → 2019-03-09
  Aurora Financial Advisors, Llc
  Wellesley, MA

Exams

• S66 Uniform Combined State Law Examination
  2000-09-25

Designations

• Certified Financial Planner
• Personal Financial Specialist

Other Names

• Susan Marion O'ROurke
• Susan M Miller