SS
Susan Stone
CRD 2080997
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Strategic Advisers Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Board & officer roles (2)
| Organization | Role | Compensation | As of |
|---|---|---|---|
| Newburyport Society For The Relief Of Aged Women | Co-Chair | $1.8K | 03/31/2025 |
| Leona Karp Family Foundation | Officer/Director | — | 12/31/2024 |
Name + location match between IAPD registrations and IRS Form 990 officer disclosures. Compensation as reported by the organization.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗