Suzanne Antonelli has been CEO, CCO of Antonelli Financial Advisors since December 2016, is a control person of the firm and directly owns 75% or more of it. Suzanne Antonelli holds a Degree in Economics from the University of Michigan-Dearborn.
Antonelli Financial Advisors, LLC is a Grosse Pointe, MI firm with $229M under management, 193 clients and 2 advisers in one office, as of its June 2026 filing.
Suzanne Antonelli is Senior Wealth Advisor of Antonelli Financial Advisors. Antonelli began in 1986 at the Vanguard Group of Mutual Fund Companies and has built a specialty in the financial needs of families, retirees and women. Work as a wealth planner has covered business plan development, tactical asset allocation, tax planning, retirement planning, legacy planning and charitable giving.
Suzanne Antonelli’s longest registration is the current one, 8 years at Antonelli Financial Advisors since 2018. Before joining Antonelli Financial Advisors in 2018, Suzanne Antonelli was registered through Sigma Investment Counselors and LJPR, LLC.
- – present · 8 yearsGrosse Pointe, MI · Adviser representative · Firm CRD 286452
- Sigma Investment Counselors– · 5 yearsSouthfield, MI · Adviser representative · Firm CRD 104754
- LJPR, LLC– · 1 yearTroy, MI · Adviser representative · Firm CRD 105895
Professional designations
Listed by Antonelli Financial Advisors
- CFP®
Investment adviser representative registrations
Suzanne Antonelli is registered as an investment adviser representative in 4 states, as a resident of Texas. The first approvals date from June 2018; the most recent is New York, in November 2025.
- IllinoisSince 9 August 2024
- MichiganSince 16 June 2018
- New YorkSince 4 November 2025
- TexasResidentSince 3 April 2020
Examinations
No examinations are on Suzanne Antonelli’s record.
- Full name
- Suzanne Marie Antonelli
- CRD
- 1635340
- Firm
- Antonelli Financial Advisors · CRD 286452
- Role
- CEO, CCO
- Office
- 16824 KERCHEVAL PLACE, SUITE 202, Grosse Pointe, MI 48230
- Registration
- Investment adviser registration
- In the industry since
- August 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- antonelliadvisors.com
Where does Suzanne Antonelli work?
Suzanne Antonelli has been CEO, CCO of Antonelli Financial Advisors, LLC since December 2016, and is a control person of the firm.
Is Suzanne Antonelli a financial advisor?
Yes. Suzanne Antonelli has a current investment-adviser registration in Illinois, Michigan, New York and Texas, through Antonelli Financial Advisors since June 2018.
How many years of experience does Suzanne Antonelli have?
Suzanne Antonelli has 15 years in the financial industry, since August 2011, across 3 adviser firms.
Where did Suzanne Antonelli work before Antonelli Financial Advisors?
Before Antonelli Financial Advisors, Suzanne Antonelli was registered through Sigma Investment Counselors, August 2011 to February 2017; LJPR, LLC, April 2010 to November 2011.
Where is Suzanne Antonelli based?
Suzanne Antonelli’s registered office is in Grosse Pointe, MI.
Is Suzanne Antonelli registered with FINRA?
No. Suzanne Antonelli has no current broker registration.
Is Suzanne Antonelli a CFP?
Antonelli Financial Advisors lists Suzanne Antonelli with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: Suzanne M. Antonelli, CFP® biography, antonelliadvisors.com
How can I verify Suzanne Antonelli’s record?
Search CRD 1635340 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Suzanne Antonelli’s full registration record.