Inactive

Suanne Marie Ramar

Foster City, CA

CRD 801199

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Employer firm

Bailard, Inc. CRD 110550

$7.56B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (investment companies)
Portfolio management (pooled vehicles)
Portfolio management (institutions)
Periodicals / newsletters

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

Current Employers

Bailard, Inc.

950 Tower Ln Ste 1900, Foster City, CA 94404-2131 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2024-11-08
TX	RA	APPROVED	2021-09-24

CA RA
APPROVED

Since 2024-11-08
TX RA
APPROVED

Since 2021-09-24

Branch Locations

950 Tower Ln Ste 1900, Foster City, CA 94404-2131 • 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

Organization	City	State	From	To
Bailard, Inc	Foster City	CA	08/2016	Present

08/2016 → Present

Bailard, Inc

Foster City, CA

Previous Registrations

2003-01-09 → 2016-12-31

Nelson Capital Management

Palo Alto, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1995-04-12

S65 Uniform Investment Adviser Law Examination

1995-04-12

Designations

Chartered Financial Analyst

Other Names

Suanne Marie Poznanski
Suanne Marie Townley

View on SEC IAPD

Nearby Firms

CITIGROUP GLOBAL MARKETS INC.

U.S. BANCORP ADVISORS, LLC

J.P. MORGAN SECURITIES LLC

Nearby Investors

Ronald Timothy Clement

Nearby Offices

CITIGROUP GLOBAL MARKETS INC. · Foster City, CA

U.S. BANCORP ADVISORS, LLC · Foster City, CA

J.P. MORGAN SECURITIES LLC · SAN MATEO, CA

More in Foster City, CA

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