# SUSAN LIPPMAN HALPERN

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..

## Registration history (3)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [UBS FINANCIAL SERVICES INC.](https://search.stillhousedata.com/firm/8174) | 2011-08-15 | present | Yes |
| [MANNING & NAPIER ADVISORS, LLC](https://search.stillhousedata.com/firm/105992) | 2010-02-11 | 2011-03-30 | — |
| [MANNING & NAPIER ADVISORY ADVANTAGE COMPANY, LLC](https://search.stillhousedata.com/firm/106652) | 2003-02-18 | 2011-03-30 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/726586)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/726586.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.