Investment adviser representative · Wynn Capital Management, LLC
Susan A. Landry
CRD 7383795 · Santa Cruz, CA
At a glance
Susan A. Landry is an investment adviser representative with Wynn Capital Management, LLC in Santa Cruz, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Susan’s SEC record dates to 2021, about 5 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Wynn Capital Management, LLCSince July 2024Santa Cruz, CA · $102M in regulatory assets
SEC adviser record
- Registered since
- 2021 (5 years)
- Designations
- Certified Financial Planner
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- 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
- 1 firmLocked
- 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.
More at Wynn Capital Management, LLC
- Thomas M. WynnSanta Cruz
Every advisor at Wynn Capital Management, LLC →Wynn Capital Management, LLC: assets, clients and custodians →Financial advisors in Santa Cruz, CA →Advisor Moves: who changed firms this week →