Susan Skahan has been an investment adviser representative at AFG Fiduciary Services Limited Partnership since June 2021, and is not listed among the firm’s executive officers or direct owners.
Afg Fiduciary Services Limited Partnership is a Hingham, MA firm with $166M under management, 159 clients and 3 advisers in one office, as of its March 2026 filing.
Susan Skahan’s longest registration is the current one, 5 years at AFG Fiduciary Services Limited Partnership since 2021. Before joining AFG Fiduciary Services Limited Partnership in 2021, Susan Skahan was registered through Wells Fargo Advisors Financial Network, LLC.
- Afg Fiduciary ServicesCurrent– present · 5 yearsHingham, MA · Adviser representative · Firm CRD 309943
- Wells Fargo Advisors Financial Network, LLC– · 4 yearsHingham, MA · Adviser representative · Firm CRD 11025
Investment adviser representative registrations
Susan Skahan is registered as an investment adviser representative in Massachusetts, since June 2021.
- MassachusettsSince 29 June 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 8 June 2021 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 18 August 1995 |
| Series 7 | General Securities Representative Examination | 2 August 1995 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Susan Alice Skahan
- CRD
- 2388770
- Firm
- AFG Fiduciary Services Limited Partnership · CRD 309943
- Office
- 2 ESSINGTON DRIVE, Hingham, MA 02043
- Registration
- Investment adviser and broker registrations
- In the industry since
- November 1995
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Susan Skahan work?
Susan Skahan is an investment adviser representative registered through Afg Fiduciary Services Limited Partnership since June 2021, and is not listed among the firm’s executive officers or direct owners.
Is Susan Skahan a financial advisor?
Yes. Susan Skahan has a current investment-adviser registration in Massachusetts, through AFG Fiduciary Services Limited Partnership since June 2021.
How many years of experience does Susan Skahan have?
Susan Skahan has 30 years in the financial industry, since November 1995, across 2 adviser firms.
What exams has Susan Skahan passed?
Susan Skahan has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in August 1995. FINRA credited Susan Skahan with the SIE, which began in October 2018.
Where did Susan Skahan work before AFG Fiduciary Services Limited Partnership?
Before AFG Fiduciary Services Limited Partnership, Susan Skahan was registered through Wells Fargo Advisors Financial Network, LLC, November 2016 to February 2021.
Where is Susan Skahan based?
Susan Skahan’s registered office is in Hingham, MA.
Is Susan Skahan registered with FINRA?
Yes. Susan Skahan has a current broker registration, under CRD 2388770.
Source: FINRA BrokerCheck
How can I verify Susan Skahan’s record?
Search CRD 2388770 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Susan Skahan’s full registration record.