Susanna L Han
Investment adviser representative at Sentry Advisors, LLC
6 yearsExperience
1 stateRegistered in
$2.4BFirm assets
11 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
6 years in the industry.
- Sentry Advisors, LLCJan 2015 to now
- Sf Sentry Securities, Inc.Jan 2015 to Jul 2021
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (CA).
Sentry Advisors, LLC
$2.4BAssets managed
183Clients
4Advisers
11 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
- 5337341
- Firm CRD
- 174042