Best Investors Account Sign in
Inactive

Susan Price Gavrich

Seasonal Strategy

Alameda, CA

Moneywell

Alameda, CA

CRD 3144126

Claim This Profile
Employer firm

Seasonal Strategy CRD 134456

$65.5M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Seasonal Strategy

Reno, NV • United States

Current Registrations

AuthorityCategoryStatusDate
NV RA APPROVED 2024-08-21
CA RA APPROVED 2018-11-30
  • NV RA
    APPROVED
    Since 2024-08-21
  • CA RA
    APPROVED
    Since 2018-11-30

Branch Locations

Alameda, CA • United States

Moneywell

Alameda, CA • United States

Current Registrations

AuthorityCategoryStatusDate
NV RA APPROVED 2024-08-01
CA RA APPROVED 2016-12-15
  • NV RA
    APPROVED
    Since 2024-08-01
  • CA RA
    APPROVED
    Since 2016-12-15

Branch Locations

Alameda, CA • 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
Moneywell Alameda CA 01/1998 Present
Seasonal Strategy Alameda CA 11/2018 Present
Designations
  • Certified Financial Planner
Other Names
  • Susan Louise Price
  • Susan Gavrich

View on SEC IAPD

More in Alameda, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor