Investment adviser representative · Zevenbergen Capital Investments LLC
Susan J. Schmatzhagen
CRD 4538328 · Edmonds, WA
At a glance
Susan J. Schmatzhagen is an investment adviser representative with Zevenbergen Capital Investments LLC in Edmonds, WA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Susan’s SEC record dates to 2001, about 24 years ago.
Current advisory firm
- Zevenbergen Capital Investments LLCSince November 2003Edmonds, WA · $4.6B in regulatory assets
SEC adviser record
- Registered since
- 2001 (24 years)
- Designations
- None on file
- 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 Zevenbergen Capital Investments LLC
- Danielle N. BlanchardEdmonds · Chartered Financial Analyst
- Christina N. BoggsEdmonds
- Joseph E. DennisonEdmonds · Chartered Financial Analyst
- Thomas J. DicksonEdmonds
- Brian D. FickenEdmonds
- Stein A. HugusEdmonds
- Sydney HyltonEdmonds
- Kevin P. KnappEdmonds
Every advisor at Zevenbergen Capital Investments LLC →Zevenbergen Capital Investments LLC: assets, clients and custodians →Financial advisors in Edmonds, WA →Every Zevenbergen Capital Investments LLC advisor in Edmonds →Advisor Moves: who changed firms this week →