SJ
Susan J Ferrari
CRD 7469689
Firms
| Firm | Role | As of |
|---|---|---|
| Carmel Capital Partners, Llc | Registered representative | 07/20/2026 |
| Superior Planning, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Superior Planning, Llc
Principal · Less than 5% · Oct 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗