Suzanne Salter has been Partner of MRWM Advisors since January 2025, is a control person of the firm and directly owns under 5% of it.
MRWM Advisors, LLC is a Nashville, TN firm with $432M under management, 349 clients and 4 advisers in one office, as of its March 2026 filing.
No adviser firm registrations are on Suzanne Salter’s record.
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 29 September 2009 |
| Series 63 | Uniform Securities Agent State Law Examination | 28 October 2008 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 3 September 2008 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Suzanne Lois Salter
- CRD
- 5402524
- Firm
- MRWM Advisors · CRD 288944
- Role
- Partner
- Registration
- No current adviser or broker registration
- Disciplinary history
- Not yet shown here · SEC record
Where does Suzanne Salter work?
Suzanne Salter has been Partner of MRWM Advisors, LLC since January 2025, and is a control person of the firm.
Does Suzanne Salter have a current investment-adviser registration?
Suzanne Salter has no current investment-adviser or broker registration.
What exams has Suzanne Salter passed?
Suzanne Salter has passed 3 licensing exams: the Series 6, Series 63 and Series 7. The earliest, the Series 6, was passed in September 2008. FINRA credited Suzanne Salter with the SIE, which began in October 2018.
Is Suzanne Salter registered with FINRA?
No. Suzanne Salter has no current broker registration.
How can I verify Suzanne Salter’s record?
Search CRD 5402524 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Suzanne Salter’s full registration record.