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Susan Randy Julien

Julien Wealth Advisors, LLC

Hewlett, NY

CRD 8082363

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Employer firm

Julien Wealth Advisors, LLC CRD 336210

Reported services (Item 5G)

  • Financial planning

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

Current Employers
Julien Wealth Advisors, Llc

Hewlett, NY • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-06-11
  • NY RA
    APPROVED
    Since 2025-06-11

Branch Locations

Hewlett, NY • 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
Alums For Campus Fairness/Standwithus New York NY 01/2015 12/2017
Home Hewlett NY 01/2018 01/2020
Home New York NY 01/2020 09/2024
Julien Wealth Advisors, Llc Hewlett NY 06/2025 Present
Home Hewlett NY 10/2024 05/2025
Alums For Campus Fairness New York NY 01/2018 Present
  • 01/2015 → 12/2017
    Alums For Campus Fairness/Standwithus
    New York, NY
  • 01/2018 → 01/2020
    Home
    Hewlett, NY
  • 01/2020 → 09/2024
    Home
    New York, NY
  • 06/2025 → Present
    Julien Wealth Advisors, Llc
    Hewlett, NY
  • 10/2024 → 05/2025
    Home
    Hewlett, NY
  • 01/2018 → Present
    Alums For Campus Fairness
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-07-08
  • S65 Uniform Investment Adviser Law Examination
    2023-07-08

View on SEC IAPD

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