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Susan Christine Anastasiadis

Capital Insight Partners, LLC

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About Susan Christine Anastasiadis

Susan Anastasiadis is a registered representative with Capital Insight Partners, LLC. Susan has been in the financial services industry since 2002. She has a wide range of experience in investment counseling, financial planning, pension consulting, and portfolio management for individuals, businesses, and investment companies. Susan also has prior experience with Securities America, Inc., Foothill Securities, Inc., and Purshe Kaplan Sterling Investments. Susan is dedicated to providing her clients with personalized financial advice and guidance.

Firm Information

Susan Anastasiadis is currently registered with Capital Insight Partners, LLC. Capital Insight Partners, LLC is an investment advisor based in Scottsdale, AZ. They provide investment counseling, financial planning, and pension consulting services. The firm manages approximately $736,956,265 in assets for individuals, high-net-worth individuals, investment companies, pension and profit sharing plans, and other clients.
Capital Insight Partners, LLC

7328 EAST DEER VALLEY ROAD

SCOTTSDALE, AZ 85255

$736.96M

Assets Under Management

Not reported

Total Clients

6

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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investment counseling

Investment counseling

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 Anastasiadis’s Registration & Firm History

AZ

08/27/2008 - Present

Capital Insight Partners, LLC (SCOTTSDALE AZ)

AZ

12/08/2016 - 12/09/2016

SECURITIES AMERICA, INC. (SCOTTSDALE AZ)

AZ

03/04/2011 - 12/08/2016

FOOTHILL SECURITIES, INC. (SCOTTSDALE AZ)

AZ

08/15/2008 - 03/04/2011

PURSHE KAPLAN STERLING INVESTMENTS (SCOTTSDALE AZ)

AZ

02/22/2005 - 08/19/2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SCOTTSDALE AZ)

TX

04/02/2004 - 02/09/2005

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

NY

06/24/2002 - 02/24/2004

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

MN

04/18/2000 - 10/06/2000

FORTIS INVESTORS, INC. (OAKDALE MN)

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Licenses & Designations

BOTH

Issued 01/11/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/04/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/22/2002

Series 7 - General Securities Representative Examination

BC

Issued 04/17/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Susan Christine Anastasiadis.
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