Investment adviser representative · Marki Financial Services, LLC
Susan R. Marki
CRD 1403953 · La Canada Flintridge, CA
At a glance
Susan R. Marki is an investment adviser representative with Marki Financial Services, LLC in La Canada Flintridge, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Susan’s SEC record dates to 2011, about 15 years ago. Designations on file: Certified Financial Planner, Chartered Financial Analyst.
Current advisory firm
- Marki Financial Services, LLCSince March 2011La Canada Flintridge, CA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2011 (15 years)
- Designations
- Certified Financial Planner, Chartered Financial Analyst
- Exams
- –
- 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
- Locked
- 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
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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.