Director · Scout Investments, Inc.
Susan L. Walzer
CRD 2976646 · Named on Form ADV at 3 SEC-registered advisers
At a glance
Scout Investments, Inc., an SEC-registered asset manager based in Kansas City, MO with $36.6 billion in regulatory assets, lists Susan L. Walzer on its Form ADV as Director, a control person. The SEC filings also name Susan at 2 other registered advisers.
Firms and roles
- Scout Investments, Inc.DirectorAsset manager · Kansas City, MO · $37B in regulatory assets
- Raymond James Investment ManagementDirectorAsset manager · St Petersburg, FL · $17B in regulatory assets
- Chartwell Investment Partners, LLCDirectorAsset manager · Berwyn, PA · $13B in regulatory assets
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 each firm
- 3 firmsLocked
- Control-person status
- 3 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (11)
- Eric C. WilwantDirector, Scout Investments, Inc.
- Edward Rick IVDirector, President, Scout Investments, Inc.
- Marc J SamardzijaChief Compliance Officer, Scout Investments, Inc.
- Damian D. SousaDirector, Raymond James Investment Management
- Thomas A. JamesDirector, Raymond James Investment Management
6 more people named with Susan on the same filings, with titles and firms. Free in Atlas with a free account.
See all 11 freeSomething 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.