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Susan Amanda Landry

Wynn Capital Management, LLC

Santa Cruz, CA

CRD 7383795

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Employer firm

Wynn Capital Management, LLC CRD 119355

$102M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • CONSULTING

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

Current Employers
Wynn Capital Management, Llc

101 Cooper Street, Santa Cruz, CA 95060 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-07-08
  • CA RA
    APPROVED
    Since 2024-07-08

Branch Locations

101 Cooper St, Santa Cruz, CA 95060 • 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
OrganizationCityStateFromTo
Affinity Capital Advisors Berkeley CA 08/2020 05/2024
Self Employed - Journalist / Writing Santa Cruz CA 01/2019 08/2020
The 515 Kitchen Santa Cruz CA 06/2015 11/2016
Unemployed - Travel Guadalajara 11/2016 07/2017
Camp Campbell - Outdoor Science School Boulder Creek CA 07/2017 01/2018
Joan Oloff Shoes Los Gatos CA 01/2018 01/2020
Wynn Capital Management, Llc Santa Cruz CA 05/2024 Present
  • 08/2020 → 05/2024
    Affinity Capital Advisors
    Berkeley, CA
  • 01/2019 → 08/2020
    Self Employed - Journalist / Writing
    Santa Cruz, CA
  • 06/2015 → 11/2016
    The 515 Kitchen
    Santa Cruz, CA
  • 11/2016 → 07/2017
    Unemployed - Travel
    Guadalajara
  • 07/2017 → 01/2018
    Camp Campbell - Outdoor Science School
    Boulder Creek, CA
  • 01/2018 → 01/2020
    Joan Oloff Shoes
    Los Gatos, CA
  • 05/2024 → Present
    Santa Cruz, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-09-07
  • S65 Uniform Investment Adviser Law Examination
    2021-09-07
Designations
  • Certified Financial Planner
Other Names
  • Susan Landry

View on SEC IAPD

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