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Susan Marie Landry

Charles Schwab & CO., Inc.

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About Susan Marie Landry

Susan Landry is a financial advisor with over 30 years of experience in the financial services industry. Susan is currently registered with Charles Schwab & CO., Inc. and has previously worked with PENNSYLVANIA SECURITIES COMPANY. Susan holds a variety of licenses and registrations, including Series 7, 8, 63, 65 and 66. Susan is an active member of the financial services industry and is committed to providing her clients with the highest level of service and expertise.

Firm Information

Susan Landry is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Susan Landry’s Registration & Firm History

NJ

01/10/2022 - Present

Charles Schwab & CO., Inc. (Morristown NJ)

TX

01/21/1986 - 04/11/2001

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

NA

01/14/1985 - 04/18/1985

PENNSYLVANIA SECURITIES COMPANY

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Licenses & Designations

BOTH

Issued 09/29/2017

Series 66 - Uniform Combined State Law Examination

IA

Issued 12/20/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/31/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/07/1991

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/07/2017

Series 7 - General Securities Representative Examination

BC

Issued 01/11/1985

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 Marie Landry.
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