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Susan Marie Munson

Academy Securities, Inc.

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About Susan Marie Munson

Susan Munson has been in the financial services industry since 1992. Currently, Susan is registered with Academy Securities, Inc. Susan has held previous positions at Cantor Fitzgerald & Co., Credit Suisse Securities (USA) LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Vanguard Capital, and Barrington Trading Company. Susan holds a Series 7, Series 9, Series 10, Series 24, Series 63, and Series 65 license. Susan is registered in California, New Mexico, and New York.

Firm Information

Susan Munson is currently registered with Academy Securities, Inc.. Academy Securities, Inc. is a corporation that was formed on November 7, 1985. It is approved and registered in 38 states and with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

30

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.

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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Susan Munson’s Registration & Firm History

NY

07/31/2023 - Present

Academy Securities, Inc. (NEW YORK NY)

CA

10/15/2019 - 06/30/2023

CANTOR FITZGERALD & CO. (NEWPORT BEACH CA)

CA

04/09/2007 - 02/27/2008

CREDIT SUISSE SECURITIES (USA) LLC (IRVINE CA)

CA

01/12/1994 - 01/30/2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOS ANGELES CA)

CA

09/24/1992 - 12/17/1993

VANGUARD CAPITAL (DEL MAR CA)

IL

05/07/1992 - 09/30/1992

BARRINGTON TRADING COMPANY (BARRINGTON IL)

NY

11/21/1989 - 05/16/1990

SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/02/2019

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 05/27/1992

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/15/2001

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 09/21/2001

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 12/15/1992

Series 24 - General Securities Principal Examination

BC

Issued 10/15/2019

Series 7TO - General Securities Representative Examination

BC

Issued 09/30/2019

SIE - Securities Industry Essentials Examination

BC

Issued 11/18/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Susan Marie Munson.
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