Susan E Levi

Current Employers

Employment History

• 10/1999 → Present
  Donnelly-Boland And Associates
  Pittsburgh, PA
• 08/2008 → 09/2025
  Avantax Investment Services, Inc.
  Pittsburgh, PA
• 06/2026 → Present
  Commonwealth Financial Network
  Waltham, MA
• 06/2026 → Present
  Geisler & Company Financial Planning
  Pittsburgh, PA
• 05/2014 → 09/2025
  Avantax Advisory Services
  Pittsburgh, PA
• 09/2025 → 06/2026
  Cetera Wealth Services, Llc
  Pittsburgh, PA
• 09/2025 → 06/2026
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2025-09-05 → 2026-06-10
  Cetera Investment Advisers Llc
  Pittsburgh, PA
• 2014-06-02 → 2025-09-05
  Avantax Advisory Services
  Pittsburgh, PA

Other Businesses

1. Secretary & Treasurer, Human Services Administration Organization, Inc.; service coordination for mental health consumers; Located at 2801 Custer Avenue, Pittsburgh, PA; as of 11/01/2004; 2% of time spent; Not Conducted at branch; Not Investment related. 2. Executive Director & Vice President, The Alliance for Infants and Toddlers, Inc.; early intervention for children; Located at 2801 Custer Avenue, Pittsburgh, PA 15227; as of 08/31/2013; 50% of time spent; Not Conducted at branch; Not Investment related. 3. Accounting services, Donnelly-Boland and Associates; as of 10/12/1999; 50% of time spent during business hours; Conducted at branch; Not investment related. 4. Tax Preparation & Accounting, Donnelly-Boland Tax Services, LLC; as of 10/07/2004; 2% of time spent during business hours; Conducted at branch; Not investment related. 5. Co-owner, Donnelly-Boland Tax Services, LLC; providing tax & accounting services; as of 10/07/2004; 2% of time spent during business hours; Conducted at branch location; Not Investment related.

Exams

• S63 Uniform Securities Agent State Law Examination
  2008-10-08