Susan Gay Isaacson
Investment adviser representative at Cx Institutional, LLC
14 yearsExperience
2 statesRegistered in
CFP® certification, PFSDesignations
$4.5BFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Cx Institutional, LLCJun 2022 to now
- Personal Wealth Partners LLCAug 2014 to Oct 2022
- LPL Financial LLCJul 2012 to May 2022
Designations
- CFP® certification
- PFS
Exams passed
- Series 65 · Uniform Investment Adviser Law1995
- Series 63 · Uniform Securities Agent State Law1995
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
Cx Institutional, LLC
$4.5BAssets managed
4,560Clients
80Advisers
8 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
- 2552280
- Firm CRD
- 292627