Susanna Fraser has been an investment adviser representative at Asset One Wealth Management since December 2025, and is not listed among the firm’s executive officers or direct owners.
Asset One Wealth Management, LLC is a Bellevue, WA firm with $983M under management, 1,173 clients and 9 advisers across 9 offices, as of its October 2026 filing.
- – present · under a yearBellevue, WA · Adviser representative · Firm CRD 336350
Investment adviser representative registrations
Susanna Fraser is registered as an investment adviser representative in Washington, since December 2025.
- WashingtonSince 23 December 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 22 November 2025 |
| SIE | Securities Industry Essentials Examination | 13 April 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 7928488
- Firm
- Asset One Wealth Management · CRD 336350
- Office
- 11201 SE 8TH STREET, SUITE 105, Bellevue, WA 98004
- Registration
- Investment adviser registration
- In the industry since
- December 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Susanna Fraser work?
Susanna Fraser is an investment adviser representative registered through Asset One Wealth Management, LLC since December 2025, and is not listed among the firm’s executive officers or direct owners.
Is Susanna Fraser a financial advisor?
Yes. Susanna Fraser has a current investment-adviser registration in Washington, through Asset One Wealth Management since December 2025.
How many years of experience does Susanna Fraser have?
Susanna Fraser has 0 years in the financial industry, since December 2025, across 1 adviser firm.
What exams has Susanna Fraser passed?
Susanna Fraser has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in April 2025.
Where is Susanna Fraser based?
Susanna Fraser’s registered office is in Bellevue, WA.
Is Susanna Fraser registered with FINRA?
No. Susanna Fraser has no current broker registration.
How can I verify Susanna Fraser’s record?
Search CRD 7928488 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Susanna Fraser’s full registration record.