Susan Lynn Marino
Investment adviser representative at Capital Analysts
19 yearsExperience
1 stateRegistered in
$8.8BFirm assets
14 yearsFirm in business
Are you Susan Lynn Marino? Claim your profile
Contact this firm
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.
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Capital AnalystsJul 2020 to now
- Lincoln InvestmentFeb 2020 to now
- UnemployedMay 2018 to Feb 2020
- Van Eck Associates CorporationMay 2007 to May 2018
- Van Eck Securities CorporationMay 2007 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Capital Analysts
Legal name: Capital Analysts, LLC
$8.8BAssets managed
15,840Clients
596Advisers
14 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
- 2636977
- Firm CRD
- 162200