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Susanna L Han

Sentry Advisors, LLC

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About Susanna L Han

Susanna Han is an investment advisor representative with Sentry Advisors, LLC, a firm based in San Francisco, California. Susanna has been in the industry since 2008. Susanna has experience working with a wide range of clients, including high-net-worth individuals, charitable organizations, and individuals other than high-net-worth individuals. She has a Series 7, SIE, and Series 66 licenses. Susanna focuses on providing financial consulting, financial planning, and portfolio management services for individuals and businesses. Previous to her current role, Susanna worked at SF Sentry Securities, Inc. and Deutsche Bank Securities Inc.

Firm Information

Susanna Han is currently registered with Sentry Advisors, LLC. Sentry Advisors, LLC is an investment advisor headquartered in San Francisco, California. The firm manages approximately $3.01 billion in assets for 577 clients, including high-net-worth individuals, charitable organizations, and individuals other than high-net-worth. Services include financial planning, selection of other advisors, and portfolio management for individuals and businesses.
Sentry Advisors, LLC

100 PINE STREET

SAN FRANCISCO, CA 94111

$3.01B

Assets Under Management

Not reported

Total Clients

4

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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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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financial consulting

Financial consulting

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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Susanna Han’s Registration & Firm History

CA

02/19/2015 - Present

Sentry Advisors, LLC (SAN FRANCISCO CA)

CA

02/19/2015 - 07/22/2021

S F SENTRY SECURITIES, INC. (SAN FRANCISCO CA)

CA

10/29/2008 - 02/10/2015

DEUTSCHE BANK SECURITIES INC. (SAN FRANCISCO CA)

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Licenses & Designations

BOTH

Issued 12/20/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/28/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Susanna L Han.
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