Susan Lynn Miller

Employer firm

Slaten Wealth Management CRD 322802

$36.2M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 08/2009 → 10/2017
  Crown Capital Securities, Lp
  Orange, CA
• 06/2008 → 02/2022
  Slaten Financial
  Anaheim, CA
• 06/2008 → 02/2022
  Slaten Wealth Management
  Anaheim, CA
• 03/2022 → Present
  Slaten Financial
  Anaheim, CA

Previous Registrations

• 2017-09-22 → 2022-09-25
  Slaten Wealth Management
  Anaheim, CA
• 2009-11-03 → 2017-10-16
  Crown Capital Securities, L.P.
  Anaheim, CA

Other Businesses

1) START DATE 10/2016, I DEVOTE 6 HRS/MO AS PRESIDENT OF BALLYHOO ICE THEATRE INC. THIS IS A NON-INVESTMENT RELATED ACTIVITY & MY DUTIES INCLUDE: ORGANIZE, MENTOR & ASSIST WITH ALL ASPECTS OF AMATEUR COMPETITIVE FIGURE SKATING. BUSINESS LOCATED: BALLYHOO THEATER, ANAHEIM, CA

Exams

• S66 Uniform Combined State Law Examination
  2009-11-02

Other Names

• Susan Lynn Wattelet
• Susan L Miller