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Suzanne Marie Antonelli

Antonelli Financial Advisors, LLC

Grosse Pointe, MI

CRD 1635340

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Employer firm

Antonelli Financial Advisors, LLC CRD 286452

$229M regulatory AUM 5 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

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

Current Employers
Antonelli Financial Advisors, Llc

16824 Kercheval Place Suite 202, Grosse Pointe, MI 48230 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-11-04
MI RA APPROVED 2025-01-09
IL RA APPROVED 2024-08-09
TX RA APPROVED_RES 2020-04-03
  • NY RA
    APPROVED
    Since 2025-11-04
  • MI RA
    APPROVED
    Since 2025-01-09
  • IL RA
    APPROVED
    Since 2024-08-09
  • TX RA
    APPROVED_RES
    Since 2020-04-03

Branch Locations

16824 Kercheval Place Suite 202, Grosse Pointe, MI 48230 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sigma Investment Counselors Southfield MI 07/2011 01/2017
Antonelli Financial Advisors Grosse Pointe MI 02/2017 Present
Previous Registrations
Designations
  • Certified Financial Planner
Other Names
  • Suzanne M Mclaughlin
  • Suzanne Marie Antonelli
  • Suzanne Marie Wilmoth

View on SEC IAPD

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