Susan Egan has been Chief Compliance Officer of Woloshin Investment Management since March 2014, is not listed as a control person, but directly owns under 5% of the firm. Susan Egan holds an MBA in Finance from Fordham University.
Woloshin Investment Management, LLC is a Medford, NJ firm with $180M under management, 410 clients and 3 advisers in one office, as of its March 2026 filing.
Suzy Egan is Portfolio Manager of Woloshin Investment Management. She is a senior member of the WIM Investment Policy Committee and is responsible for asset allocation, manager selection and review, quantitative analysis of economic and capital market trends, and portfolio risk analysis. She has been with WIM for more than ten years and has over 15 years of experience analyzing and managing investment portfolios.
- – present · 17 yearsMedford, NJ · Adviser representative · Firm CRD 132346
Investment adviser representative registrations
Susan Egan is registered as an investment adviser representative in New Jersey, since December 2008.
- New JerseySince 11 December 2008
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 22 February 2007 |
| Series 7 | General Securities Representative Examination | 7 November 2006 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Susan Bochnowski Egan
- CRD
- 5188244
- Firm
- Woloshin Investment Management · CRD 132346
- Role
- Chief Compliance Officer
- Office
- 40 NORTH MAIN STREET, Medford, NJ 08055
- Registration
- Investment adviser registration
- In the industry since
- December 2008
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- woloshinllc.com
Where does Susan Egan work?
Susan Egan has been Chief Compliance Officer of Woloshin Investment Management, LLC since March 2014.
Is Susan Egan a financial advisor?
Yes. Susan Egan has a current investment-adviser registration in New Jersey, through Woloshin Investment Management since December 2008.
How many years of experience does Susan Egan have?
Susan Egan has 17 years in the financial industry, since December 2008, across 1 adviser firm.
What exams has Susan Egan passed?
Susan Egan has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in November 2006. FINRA credited Susan Egan with the SIE, which began in October 2018.
Where is Susan Egan based?
Susan Egan’s registered office is in Medford, NJ.
Is Susan Egan registered with FINRA?
No. Susan Egan has no current broker registration.
How can I verify Susan Egan’s record?
Search CRD 5188244 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Susan Egan’s full registration record.
