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Susan Elizabeth Gress

Bancroft Capital, LLC

Fort Washington, PA

Fort Washington, PA

Fort Washington, PA

CRD 1100249

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Employer firm

Bancroft Capital, LLC CRD 290665

Reported services (Item 5G)

  • Financial planning
  • Pension consulting

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

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

Nearby Firms

BARRISTER
COMMONWEALTH FINANCIAL NETWORK
FORVIS MAZARS WEALTH ADVISORS, LLC

Nearby Investors

CHARLES CLAUDE WEEKS
SEAN MICHAEL COOK
David Rucki

Nearby Offices

BANCROFT CAPITAL, LLC · FORT WASHINGTON, PA
BARRISTER · FORT WASHINGTON, PA
COMMONWEALTH FINANCIAL NETWORK · FORT WASHINGTON, PA

More in Fort Washington, PA

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