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Detailed Report
SUSAN SKIPPER WILLETT
SUSAN SKIPPER, Susan Grace Skipper, SUSAN WILLETT, Susan Skipper Williamson
CRD#: 6049201
IA
Investment Adviser
CAPTRUSTCRD#: 175112 5535 Currituck Drive, Suite 110
Wilmington, NC 28403
Registration History
20192020202120222023202420252026IACAPTRUST (CRD# 175112)2022 - Present (2 years)IAHIGHTOWER ADVISORS, LLC (CRD# 145323)2019 - 2022 (3 years)
License(s)

State Registrations

IA
North Carolina 11/8/2022
Current Registration(s)
IA
CAPTRUST (CRD#:175112)
5535 Currituck Drive, Suite 110, Wilmington, NC 28403
Registered with this firm since 11/8/2022
Previous Registration(s)
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IA
 01/21/2019 - 10/28/2022 HIGHTOWER ADVISORS, LLC (CRD#:145323) Wilmngton, NC
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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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.
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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
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.