Susan Raeisi

100 Vanguard Blvd, Malvern, PA 19355 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2025-07-21
TX	RA	APPROVED_RES	2025-07-21

Branch Locations

100 Vanguard Blvd, Malvern, PA 19355 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Citi Global Markets, Inc.	Boca Raton	FL	10/2001	05/2023
Citibank	Boca Raton	FL	10/2001	05/2023
Merrill Lynch, Pierce, Fenner & Smith, Inc.	Wayne	PA	05/2023	02/2024
Bank Of America, N.A.	Wayne	PA	05/2023	02/2024
Wells Fargo Clearing Services, Llc	Devon	PA	03/2024	Present
Wells Fargo Bank, Na	Devon	PA	03/2024	Present
The Vanguard Group, Inc.	Malvern	PA	06/2025	Present

2024-03-28 → 2025-06-17

Wells Fargo Clearing Services, Llc

Devon, PA

Radnor, PA
2023-06-20 → 2024-03-11

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Wayne, PA
2020-07-16 → 2023-06-07

Citigroup Global Markets Inc.

Boca Raton, FL

Boca Raton, FL

Coconut Creek, FL

Coral Springs, FL

Fort Lauderdale, FL

Tamarac, FL

Miami, FL

Miami, FL

Boynton Beach, FL

Delray, FL

Coral Springs, FL

Boca Raton, FL

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2020-07-15
S63	Uniform Securities Agent State Law Examination	2020-03-11

Other Firms