Susan R Fechtor
Investment adviser representative at Livelife Capital Partners LLC
18 yearsExperience
2 statesRegistered in
$372.1MFirm assets
9 yearsFirm in business
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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
18 years in the industry.
- Purshe Kaplan Sterling InvestmentsJan 2019 to now
- Livelife Capital Partners LLCOct 2017 to now
- Morgan Stanley & Co. IncorporatedAug 2008 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 2 states (FL, MA).
Livelife Capital Partners LLC
$372.1MAssets managed
261Clients
5Advisers
9 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
- 4098244
- Firm CRD
- 290008