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SUSAN ELIZABETH GRESS
Susan Elizabeth Costello
CRD#: 1100249
IA
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BANCROFT CAPITAL, LLCCRD#: 290665 501 OFFICE CENTER DRIVE
SUITE 130
FORT WASHINGTON, PA 19034
SUITE 130
FORT WASHINGTON, PA 19034
0
Disclosures
39
Years of Experience
View By:
State Registrations
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Arizona 7/21/2020
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New Jersey 3/7/2019
B
California 6/6/2018
B
New Mexico 4/15/2020
B
Connecticut 9/17/2019
B
New York 6/6/2018
B
Florida 10/7/2019
B
Ohio 3/7/2019
B
Illinois 6/14/2018
B
Pennsylvania 6/6/2018
B
Kentucky 6/28/2021
IA
Pennsylvania 6/6/2018
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Maryland 6/6/2018
B
South Carolina 9/17/2019
B
Massachusetts 3/7/2019
B
Tennessee 7/6/2020
B
Michigan 3/7/2019
B
Texas 6/26/2018
B
Minnesota 9/18/2019
B
Utah 4/15/2020
B
Missouri 5/23/2019
B
Wisconsin 12/4/2018
SRO Registrations
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IA
Registered with this firm since 6/6/2018
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Registered with this firm since 6/6/2018
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 11/09/2016 - 06/01/2018 | Ardmore, PA | |
B | 06/11/2014 - 06/01/2018 | Ardmore, PA | |
IA | 06/30/2008 - 06/13/2014 | ARDMORE, PA | |
B | 06/23/2008 - 06/13/2014 | ARDMORE, PA | |
IA | 12/07/2006 - 06/25/2008 | ARDMORE, PA | |
B | 02/04/2002 - 06/25/2008 | ARDMORE, PA | |
B | 05/18/1992 - 02/04/2002 | PHILADELPHIA, PA | |
B | 01/01/1991 - 06/04/1992 | CHARLOTTE, NC | |
B | 09/24/1985 - 01/01/1991 |
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.