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Susan Elizabeth Bayliss

Washington Securities Corp.

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About Susan Elizabeth Bayliss

Susan Elizabeth Bayliss is a financial professional with over 30 years of experience in the industry. Susan has been registered with Washington Securities Corp. since August 2001, and her career spans several firms, including First Potomac Investment Services, Inc., Lara, Millard & Associates, Ltd., and Ferris, Baker Watts Incorporated. Susan holds several licenses, including Series 65, 63, 7, and SIE. Susan focuses on providing portfolio management for individuals.

Firm Information

Susan Bayliss is currently registered with Washington Securities Corp.. Washington Securities Corp. is a corporation that has been in operation since August 20, 1998. The firm provides portfolio management services to individuals. They have 10 registered representatives and 4 investment advisor representatives. The firm manages approximately $6,975,967 in assets for 8 clients. They are registered with the SEC and in 19 states.

$6.98M

Assets Under Management

Not reported

Total Clients

8

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

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

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Susan Bayliss’s Registration & Firm History

MD

08/27/2001 - Present

Washington Securities Corp. (CHEVY CHASE MD)

VA

03/06/1991 - 10/23/2001

FIRST POTOMAC INVESTMENT SERVICES, INC. (FALLS CHURCH VA)

VA

07/19/1989 - 02/14/1991

LARA, MILLARD & ASSOCIATES, LTD. (FALLS CHURCH VA)

MD

02/19/1986 - 07/15/1989

FERRIS, BAKER WATTS INCORPORATED (BALTIMORE MD)

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Licenses & Designations

IA

Issued 05/07/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/18/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/15/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Susan Elizabeth Bayliss.
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