Adviser and broker representative · Bancroft Capital, LLC
Susan E. Gress
CRD 1100249 · Fort Washington, PA
At a glance
Susan E. Gress is an investment adviser representative with Bancroft Capital, LLC in Fort Washington, PA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Susan’s SEC record dates to 2006, about 19 years ago. Susan is also registered as a broker representative.
Current advisory firm
- Bancroft Capital, LLCSince June 2018Fort Washington, PA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2006 (19 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Susan’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Bancroft Capital, LLC
- Kathleen M. BaltraFort Washington
- Cauldon D. QuinnFort Washington
Every advisor at Bancroft Capital, LLC →Financial advisors in Fort Washington, PA →Every Bancroft Capital, LLC advisor in Fort Washington →Advisor Moves: who changed firms this week →