Susannah Marie Fletcher
Investment adviser representative at Greybull Advisors, LLC
13 yearsExperience
1 stateRegistered in
$513.6MFirm assets
4 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 assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Greybull Advisors, LLCMay 2024 to now
- UBS Financial Services Inc.Mar 2018 to Mar 2024
- The Carlyle GroupDec 2013 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (WY).
Greybull Advisors, LLC
$513.6MAssets managed
4Clients
1Advisers
4 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
- 4998103
- Firm CRD
- 317767