Susan Grinnell Middleton
Investment adviser representative at Wealthcare Advisory Partners LLC
20 yearsExperience
1 stateRegistered in
CFP® certification, CFADesignations
$8.3BFirm assets
Are you Susan Grinnell Middleton? 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 assetsHourlyFixed 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
20 years in the industry.
- Wealthcare Advisory Partners LLCDec 2024 to now
- Wealthcare Advisory Partners LLC dba Counsel Fiduciary, LLCDec 2024 to now
- Counsel Fiduciary, LLCJun 2006 to now
- Thiel CollegeAug 2016 to Jan 2020
Designations
- CFP® certification
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (PA).
Wealthcare Advisory Partners LLC
$8.3BAssets managed
10,948Clients
172Advisers
12 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
- 5127714
- Firm CRD
- 171976