Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Suzanne? Claim Your ProfileSuzanne Crouch is an investment advisor representative with MFS Institutional Advisors Inc. Suzanne has been in the industry since February 15, 2013. Suzanne has been registered with MFS Institutional Advisors Inc. since March 31, 2014. Suzanne is registered in 53 states and the District of Columbia. Prior to joining MFS Institutional Advisors Inc., Suzanne worked at Goldman, Sachs & Co. and Lazard Freres & Co. LLC. Suzanne has passed the Series 63, 66, 7 and SIE examinations and is a principal in Series 51 and 24. Suzanne specializes in providing portfolio management for individuals, businesses, investment companies and pooled investment vehicles. Suzanne also provides pension consulting and selection of other advisors.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Transfer pricing arrangements with affiliates
1
2
MA
03/31/2014 - Present
MFS Institutional Advisors Inc. (BOSTON MA)
NY
07/29/2013 - 12/18/2013
GOLDMAN, SACHS & CO. (NEW YORK NY)
NY
09/24/1997 - 04/02/1998
LAZARD FRERES & CO. LLC (NEW YORK NY)
BOTH
Issued 08/26/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/21/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/2024
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/11/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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