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Secretary · Dorian Investment Advisory LLC

Susan J Dorian

CRD 8177714 · Named on Form ADV at one SEC-registered adviser

At a glance

Dorian Investment Advisory LLC, an SEC-registered wealth manager based in Memphis, TN with $103 million in regulatory assets, lists Susan J Dorian on its Form ADV as Secretary, a control person.

Firms and roles

AtlasMembers

Susan’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Paul T. DorianChief Executive Officer and Chief Compliance Officer, Dorian Investment Advisory LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Susan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.