Susan Bochnowski Egan

Employer firm

Woloshin Investment Management, LLC CRD 132346

$180M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars
• INVESTMENT CONSULTING

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2004 → Present
  Eagle Manor Farm
  Shamong, NJ
• 07/2006 → Present
  Woloshin Investment Management
  Medford, NJ

Other Businesses

(1)WOLOSHIN INVESTMENT MANAGEMENT LLC, 35 NORTH MAIN STREET, MEDFORD NJ, 08055. INVESTMENT ADVISOR REP. DEVOTE 20 HOURS A WEEK DURING TRADING HOURS.INVESTMENT RELATED, START 03/2007. (2)EAGLE MANOR FARM, 146 WILLOW GROVE ROAD, SHAMONG,NJ 08088. BUSINESS MANAGER, FARM FOR NURSERY PRODUCTS. DEVOTE 10 HOURS A WEEK OUTSIDE TRADING HOURS BOOKKEEPING PAYROLL, OFFICE DUTIES.

Exams

• S66 Uniform Combined State Law Examination
  2007-02-22

Other Names

• Susan Carroll Bochnowski
• Susan Egan