Suzette Marie Porter
Investment adviser representative at Capstar Financial Services LLC
10 yearsExperience
2 statesRegistered in
$207.8MFirm 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 assetsFixed 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
10 years in the industry.
- Capstar Financial Services LLCNov 2019 to now
- Capstar Financial, LLCSep 2011 to now
- Capstar Financial Services Limited Liability CorporationMay 2009 to now
- Fidelity BankJan 2017 to Jan 2019
- Global Financial Private Capital, LLCSep 2013 to Dec 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 2 states (LA, TX).
Capstar Financial Services LLC
$207.8MAssets managed
380Clients
3Advisers
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
- 5740731
- Firm CRD
- 300349