Susan Grinnell Middleton

Employer firm

Wealthcare Advisory Partners LLC CRD 171976

$8.29B regulatory AUM

Reported services (Item 5G)

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

• 06/2006 → Present
  Counsel Fiduciary, Llc
  New York, NY
• 08/2016 → 01/2020
  Thiel College
  Greenville, PA
• 12/2024 → Present
  Wealthcare Advisory Partners Llc Dba Counsel Fiduciary, Llc
  Titusville, PA

Previous Registrations

• 2021-04-08 → 2025-03-31
  Counsel Fiduciary, Llc
  Waterford, PA
  Titusville, PA
  Brooklyn, NY

Other Businesses

1) Ms. Middleton has served as an Investment Advisor Representative for Counsel Fiduciary, LLC (CRD #139948) since 04/2021. She will be maintaining this dual registration for transitional purposes.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-03-29

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Susan Grinnell Knapp
• Susan Grinnell Gamble