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Susan Elizabeth Gress

Bancroft Capital, LLC

Fort Washington, PA

Fort Washington, PA

Fort Washington, PA

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Current Employers
Bancroft Capital, Llc

501 Office Center Drive Suite 130, Fort Washington, PA 19034 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2018-06-06
  • PA RA
    APPROVED
    Since 2018-06-06

Branch Locations

501 Office Center Drive, Suite 130, Fort Washington, PA 19034 • United States

501 Office Center Drive Suite 130, Fort Washington, PA 19034

501 Office Center Drive Suite 130, Fort Washington, PA 19034 • 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
Cfg Capital Markets, Llc Ardmore PA 06/2014 05/2018
Cm Advisory, Llc Ardmore PA 08/2016 Present
Bancroft Capital, Llc Fort Washington PA 06/2018 Present
  • 06/2014 → 05/2018
    Cfg Capital Markets, Llc
    Ardmore, PA
  • 08/2016 → Present
    Cm Advisory, Llc
    Ardmore, PA
  • 06/2018 → Present
    Bancroft Capital, Llc
    Fort Washington, PA
Previous Registrations
  • 2016-11-09 → 2018-06-01
    Cm Advisory, Llc
    Ardmore, PA
    Baltimore, MD
  • 2008-06-30 → 2014-06-13
    Boenning & Scattergood, Inc.
    Ardmore, PA
    West Conshohocken, PA
  • 2006-12-07 → 2008-06-25
    Ferris, Baker Watts, Llc
    Ardmore, PA
    Ardmore, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-12-06
S63 Uniform Securities Agent State Law Examination 1985-09-13
  • S65 Uniform Investment Adviser Law Examination
    2006-12-06
  • S63 Uniform Securities Agent State Law Examination
    1985-09-13
Other Names
  • Susan Elizabeth Costello

View on SEC IAPD

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Other Offices

BANCROFT CAPITAL, LLC · FORT WASHINGTON, PA
BARRISTER · FORT WASHINGTON, PA
COMMONWEALTH FINANCIAL NETWORK · FORT WASHINGTON, PA
FORVIS MAZARS WEALTH ADVISORS, LLC · Fort Washington, PA
BANCROFT CAPITAL, LLC · FORT WASHINGTON, PA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · FORT WASHINGTON, PA
MML INVESTORS SERVICES, LLC · Fort Washington, PA
J. W. COLE ADVISORS, INC. · FT. WASHINGTON, PA

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