SS
Suzanne Stone
CRD 5558728
Firms
| Firm | Role | As of |
|---|---|---|
| Guggenheim Investment Advisors, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
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Guggenheim Private Investments, Llc
Head Of Client Service, Guggenheim Private Investments, Llc · Less than 5% · Nov 2024
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Guggenheim Wealth Solutions, Llc
Head Of Client Service, Guggenheim Wealth Solutions, Llc · Less than 5% · Oct 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗