Susan Marie Priem

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 07/1997 → Present
  Commonwealth Equity Services, Inc.
  Rochester, NY

Other Businesses

1. FIXED INSURANCE SALES. AT BRANCH, INVESTMENT-RELATED. LICENSED SINCE 1987. ONE HOUR PER WEEK. 2. CO-OWNER, HYDRANGEA COTTAGE ON SENECA LAKE, LLC; AN ENTITY CREATED FOR THE PURPOSE OF BUYING AND MANAGING RESIDENTIAL REAL ESTATE IN GENEVA, NY, AS OF 4/01/2022; 1% OF TIME SPENT DURING BUSINESS HOURS; NOT CONDUCTED AT BRANCH; INVESTMENT RELATED. 3. Owner, Priem Financial group LLC, a private entity established to facilitate securities, advisory, and insurance business; Located in Rochester, NY as of 11/1/2022; 100% time spent during business hours; Conducted at branch; Investment related.

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-09-30

Designations

• Certified Financial Planner

Other Names

• Susan M Priem
• Susan Marie Zimmerman
• Sue Zimmerman
• Susan Marie Zimmermanpriem