Susan Christine Anastasiadis
Investment adviser representative at Ep Wealth Advisors
18 yearsExperience
2 statesRegistered in
$45.1BFirm assets
39 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
18 years in the industry.
- Ep Wealth Advisors, LLCJan 2026 to now
- Ms Howells & CoDec 2016 to Dec 2025
- Securities America, Inc.Dec 2016 to Dec 2016
- Foothill Securities, Inc.Mar 2011 to Dec 2016
- Capital Insight Partners, LLCAug 2008 to Dec 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (AZ, CA).
Ep Wealth Advisors
Legal name: Ep Wealth Advisors, LLC.
$45.1BAssets managed
20,738Clients
339Advisers
39 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
- 4162189
- Firm CRD
- 111147