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Susan Lynn Powers

Assetgrade, LLC

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About Susan Lynn Powers

Susan Lynn Powers is a financial advisor with over 20 years of experience in the financial services industry. Susan is a Certified Financial Planner and a Chartered Financial Analyst. Susan has been a registered representative with Assetgrade, LLC since August 2015. Susan is also a registered representative with Fidelity Brokerage Services LLC and Fidelity Investments Institutional Services Company, Inc.. Susan has experience providing financial planning, investment management, and other financial services to individuals, families, and businesses.

Firm Information

Susan Powers is currently registered with Assetgrade, LLC. Assetgrade, LLC is an investment advisor based in Boston, Massachusetts. The firm provides financial planning, pension consulting, and educational seminars, as well as portfolio management for individuals and businesses. They manage approximately $254.8 million in assets for a total of 690 accounts, including high-net-worth individuals, corporations, pension plans, and charitable organizations.
Assetgrade, LLC

ONE BOSTON PLACE

BOSTON, MA 02108-4420

$254.81M

Assets Under Management

Not reported

Total Clients

3

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 Powers’s Registration & Firm History

GA

08/11/2016 - Present

Assetgrade, LLC (ATLANTA GA)

TX

01/01/2008 - 07/23/2015

FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)

TX

04/24/1998 - 01/01/2008

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)

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Licenses & Designations

BC

Issued 05/20/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/31/2006

Series 24 - General Securities Principal Examination

BC

Issued 12/30/2005

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 07/23/2015

SIE - Securities Industry Essentials Examination

BC

Issued 05/13/2006

Series 7 - General Securities Representative Examination

BC

Issued 04/22/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Susan Lynn Powers.
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