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Susan Adams Shoemaker

Riggs Asset Management Co. Inc.

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About Susan Adams Shoemaker

Susan Shoemaker is a registered investment advisor with Riggs Asset Management Co. Inc. in Dallas, Pennsylvania. Susan has been in the industry since 1989 and is a licensed investment advisor in Pennsylvania. Susan has experience with a variety of investment products and services, including family office, financial planning, publication of periodicals, and selection of other advisors. Susan has also been registered with other firms in the past, including Fleet Securities Inc., FMG Securities Corp. and Salomon Brothers Inc.

Firm Information

Susan Shoemaker is currently registered with Riggs Asset Management Co. Inc.. Riggs Asset Management Co. Inc. is a Dallas, PA-based investment advisor with over $522 million in regulatory assets under management. They provide financial planning, portfolio management, and other advisory services to individuals, corporations, and charitable organizations. They are also a Family Office.
Riggs Asset Management Co. Inc.

THE GRAND HIGHLANDS

DALLAS, PA 18612

$522.48M

Assets Under Management

382

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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family office

Family office

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Susan Shoemaker’s Registration & Firm History

PA

04/18/2012 - Present

Riggs Asset Management Co. Inc. (DALLAS PA)

NY

11/25/1996 - 07/08/1997

FLEET SECURITIES INC. (NEW YORK NY)

NA

09/19/1995 - 12/04/1996

FMG SECURITIES CORP.

NY

04/18/1989 - 09/08/1995

SALOMON BROTHERS INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 03/14/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/19/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/24/1994

Series 3 - National Commodity Futures Examination

BC

Issued 04/15/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Susan Adams Shoemaker.
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