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Trustee of R.B.S.B. Family Trust · Capital Investment Advisory Services, LLC

Susanne Sadler

CRD 6313854 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Capital Investment Advisory Services, LLC, an SEC-registered wealth manager based in Raleigh, NC with $2.4 billion in regulatory assets, lists Susanne Sadler on its Form ADV as Trustee of R.B.S.B. Family Trust, a control person. The SEC filings also name Susanne at 1 other registered adviser.

Firms and roles

AtlasMembers

Susanne’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
2 firmsLocked
Control-person status
2 firmsLocked
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

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