Suzanne Marie Antonelli
Investment adviser representative at Antonelli Financial Advisors, LLC
15 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$229.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Antonelli Financial Advisors, LLCFeb 2017 to now
- Sigma Investment CounselorsJul 2011 to Jan 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 4 states (IL, MI, NY, TX).
Antonelli Financial Advisors, LLC
$229.1MAssets managed
193Clients
2Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1635340
- Firm CRD
- 286452