SUSAN LIPPMAN HALPERN is an investment adviser representative (IAR) with state registration records since 2003, appearing at 3 firms. Currently registered with UBS FINANCIAL SERVICES INC..
| Firm | From | To | Current |
|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | 2011-08-15 | present | Yes |
| MANNING & NAPIER ADVISORS, LLC | 2010-02-11 | 2011-03-30 | — |
| MANNING & NAPIER ADVISORY ADVANTAGE COMPANY, LLC | 2003-02-18 | 2011-03-30 | — |