SUSAN WONG MAXEY is an investment adviser representative (IAR) with state registration records since 2012, appearing at 3 firms. Currently registered with ATLAS LEGACY ADVISORS LLC, SENECA PRIVATE WEALTH, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SENECA PRIVATE WEALTH, LLC | 2025-01-15 | present | Yes |
| ATLAS LEGACY ADVISORS LLC | 2024-06-04 | present | Yes |
| WELLS FARGO CLEARING SERVICES, LLC | 2012-10-17 | 2024-06-07 | — |