Suzanne Hazlett has been Managing Member, CEO and Chief Compliance Officer of Hazlett Wealth Management since February 2003, is a control person of the firm and directly owns 75% or more of it.
Hazlett Wealth Management LLC is a Ketchum, ID firm with $160M under management, 60 clients and 1 adviser in one office, as of its May 2026 filing.
Suzanne Hazlett began her career in direct patient care, working as a medical technician after earning a degree in biology with an emphasis on pre-med studies. She then earned an MBA and turned to financial planning and portfolio management.
Suzanne Hazlett’s longest registration was 5 years at Merrill Lynch Pierce Fenner & Smith Inc. (1997–2003). Before joining Hazlett Wealth Management in 2026, Suzanne Hazlett was registered through Raymond James Financial Services Advisors, Inc and Merrill Lynch Pierce Fenner & Smith Inc.
- – present · under a yearKetchum, ID · Adviser representative · Firm CRD 338954
- Raymond James Financial Services Advisors, Inc– · 5 yearsKetchum, ID · Adviser representative · Firm CRD 149018
- Merrill Lynch Pierce Fenner & Smith Inc.– · 5 yearsSeattle, WA · Adviser representative · Firm CRD 7691
Professional designations
Listed by Hazlett Wealth Management
- Certified Financial Planner (CFP)
- Certified Investment Management Analyst (CIMA)
Investment adviser representative registrations
Suzanne Hazlett is registered as an investment adviser representative in Idaho, since January 2026.
- IdahoSince 2 January 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 25 June 2021 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 17 May 2010 |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 20 December 2003 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 20 December 2003 |
| Series 63 | Uniform Securities Agent State Law Examination | 10 June 1997 |
| Series 7 | General Securities Representative Examination | 29 May 1997 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Suzanne Marie Hazlett
- CRD
- 2892419
- Firm
- Hazlett Wealth Management · CRD 338954
- Role
- Managing Member, CEO and Chief Compliance Officer
- Office
- 675 SUN VALLEY ROAD, SUITES J1 + J2, Ketchum, ID 83340
- Registration
- Investment adviser registration
- In the industry since
- May 1997
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- hazlettwealth.com
Where does Suzanne Hazlett work?
Suzanne Hazlett has been Managing Member, CEO and Chief Compliance Officer of Hazlett Wealth Management LLC since February 2003, and is a control person of the firm.
Is Suzanne Hazlett a financial advisor?
Yes. Suzanne Hazlett has a current investment-adviser registration in Idaho, through Hazlett Wealth Management since January 2026.
How many years of experience does Suzanne Hazlett have?
Suzanne Hazlett has 29 years in the financial industry, since May 1997, across 3 adviser firms.
What exams has Suzanne Hazlett passed?
Suzanne Hazlett has passed 6 licensing exams: the Series 7, Series 63, Series 10, Series 9, Series 31 and Series 65. The earliest, the Series 7, was passed in May 1997. FINRA credited Suzanne Hazlett with the SIE, which began in October 2018.
Where did Suzanne Hazlett work before Hazlett Wealth Management?
Before Hazlett Wealth Management, Suzanne Hazlett was registered through Raymond James Financial Services Advisors, Inc, July 2020 to December 2025; Merrill Lynch Pierce Fenner & Smith Inc., July 1997 to July 2003.
Where is Suzanne Hazlett based?
Suzanne Hazlett’s registered office is in Ketchum, ID.
Is Suzanne Hazlett registered with FINRA?
No. Suzanne Hazlett has no current broker registration.
Is Suzanne Hazlett a CFP?
Hazlett Wealth Management lists Suzanne Hazlett with the CFP credential (“Certified Financial Planner (CFP)”) on its website. CFP Board confirms certification status.
How can I verify Suzanne Hazlett’s record?
Search CRD 2892419 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Suzanne Hazlett’s full registration record.