Susan Robin Riser whitlock
Investment adviser representative at Namcoa
20 yearsExperience
5 statesRegistered in
$404.3MFirm assets
20 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
20 years in the industry.
- NamcoaApr 2017 to now
- Namcoa ("naples Asset Management Company, LLC")Dec 2016 to now
- Ria Sources, LLCDec 2014 to now
- Infinite Wealth Advisors, LLCAug 2012 to now
- Templar Accounting & Business Services, Inc.Sep 2006 to now
- Bay Colony Advisory Group, Inc.Oct 2013 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 5 states (AZ, FL, NC, OH, TX).
Namcoa
Legal name: Naples Asset Management Co., LLC
$404.3MAssets managed
584Clients
4Advisers
20 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
- 5287262
- Firm CRD
- 133978