Susan Wanamaker has been an investment adviser representative at Beacon Financial Advisory since November 2023, and is not listed among the firm’s executive officers or direct owners.
Beacon Financial Advisory LLC is a Cleveland, OH firm with $901M under management, 1,556 clients and 13 advisers across 5 offices, as of its March 2026 filing.
Susan Wanamaker’s longest registration is the current one, 6 years at Capital Analysts since 2020. Before joining Beacon Financial Advisory in 2023, Susan Wanamaker was registered through Equitable Advisors, LLC and Fidelity Personal and Workplace Advisors.
- Lincoln InvestmentAlso current– present · 2 yearsCleveland, OH · Adviser representative · Firm CRD 519
- – present · 2 yearsCleveland, OH · Adviser representative · Firm CRD 174334
- Capital AnalystsAlso current– present · 6 yearsCleveland, OH · Adviser representative · Firm CRD 162200
- Equitable Advisors, LLC– · under a yearCleveland, OH · Adviser representative · Firm CRD 6627
- Fidelity Personal and Workplace Advisors– · under a yearWoodmere Village, OH · Adviser representative · Firm CRD 288590
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 1 yearChagrin Falls, OH · Adviser representative · Firm CRD 7691
- Morgan Stanley– · 3 yearsCleveland, OH · Adviser representative · Firm CRD 149777
Investment adviser representative registrations
Susan Wanamaker is registered as an investment adviser representative in Ohio, since July 2020.
- OhioSince 29 July 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 26 July 2013 |
| Series 7 | General Securities Representative Examination | 26 June 2013 |
| Series 63 | Uniform Securities Agent State Law Examination | 25 September 1985 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 30 December 1982 |
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Susan Marie Wanamaker
- CRD
- 1084399
- Firm
- Beacon Financial Advisory · CRD 174334
- Office
- 25825 SCIENCE PARK DRIVE, SUITE 110, Cleveland, OH 44122
- Registration
- Investment adviser and broker registrations
- In the industry since
- September 2010
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Susan Wanamaker work?
Susan Wanamaker is an investment adviser representative registered through Beacon Financial Advisory LLC since November 2023, and is not listed among the firm’s executive officers or direct owners.
Is Susan Wanamaker a financial advisor?
Yes. Susan Wanamaker has a current investment-adviser registration in Ohio, through Beacon Financial Advisory since November 2023.
How many years of experience does Susan Wanamaker have?
Susan Wanamaker has 16 years in the financial industry, since September 2010, across 7 adviser firms.
What exams has Susan Wanamaker passed?
Susan Wanamaker has passed 5 licensing exams: the Series 6, Series 63, Series 7, Series 66 and Series 6TO. The earliest, the Series 6, was passed in December 1982. FINRA credited Susan Wanamaker with the SIE, which began in October 2018.
Where did Susan Wanamaker work before Beacon Financial Advisory?
Before Beacon Financial Advisory, Susan Wanamaker was registered through Equitable Advisors, LLC, December 2019 to July 2020; Fidelity Personal and Workplace Advisors, January 2019 to September 2019; Merrill Lynch, Pierce, Fenner & Smith Incorporated, December 2016 to September 2018; Morgan Stanley, July 2013 to October 2016.
Where is Susan Wanamaker based?
Susan Wanamaker’s registered office is in Cleveland, OH.
Is Susan Wanamaker registered with FINRA?
Yes. Susan Wanamaker has a current broker registration, under CRD 1084399.
Source: FINRA BrokerCheck
How can I verify Susan Wanamaker’s record?
Search CRD 1084399 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Susan Wanamaker’s full registration record.
