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Susan Purcell Blaylock

Tanager Wealth Management

London

CRD 7689128

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Employer firm

Tanager Wealth Management CRD 166084

$1.60B regulatory AUM 1 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Tanager Wealth Management

7Th Floor, East Wing Vintners Place, 68 Upper Thames Street, London EC4V 3BJ • United Kingdom

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-01-26
  • PA RA
    APPROVED
    Since 2023-01-26

Branch Locations

7Th Floor, East Wing Vintners Place, 68 Upper Thames Street, London EC4V 3BJ • United Kingdom

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
Tanager Wealth Management London 10/2019 Present
Tanager Wealth Management Llp London 10/2019 Present
None London 12/2018 10/2019
Starbucks Coffee Company Seattle WA 10/2016 12/2018
The Carlyle Group Washington DC 10/2013 10/2016
  • 10/2019 → Present
    Tanager Wealth Management
    London
  • 10/2019 → Present
    Tanager Wealth Management Llp
    London
  • 12/2018 → 10/2019
    None
    London
  • 10/2016 → 12/2018
    Starbucks Coffee Company
    Seattle, WA
  • 10/2013 → 10/2016
    The Carlyle Group
    Washington, DC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-05-03
  • S65 Uniform Investment Adviser Law Examination
    2021-05-03
Designations
  • Certified Financial Planner

View on SEC IAPD

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