AUMdb
SL

Susan Lynn Powers

CRD 3047408 Certified Financial Planner Chartered Financial Analyst

Firms

FirmRoleAs of
Assetgrade, Llc Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Ownership stakes

  • Assetgrade, Llc
    Chief Compliance Officer And Owner · 25% – 50% · Apr 2024

From Form ADV Schedule A/B filings.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗