Susan Elaine Naes is an investment adviser representative (IAR) with state registration records since 2016, appearing at 2 firms. Currently registered with SCHWAB WEALTH ADVISORY, INC..
| Firm | From | To | Current |
|---|---|---|---|
| SCHWAB WEALTH ADVISORY, INC. | 2017-08-29 | present | Yes |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2016-02-12 | 2017-06-28 | — |