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Susan Marie Clancy (Waterford)


Susan Marie Clancy is a large advisory firm based in Waterford. It manages $31.97 million of regulatory assets for 95 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Connecticut.

Susan Marie Clancy provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Susan Marie Clancy: assets under management

The assets under management (AUM) of Susan Marie Clancy is $31.97 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $31.97 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $336.47 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Susan Marie Clancy for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Waterford

The principal office where Susan Marie Clancy performs its advisory services is located at 567 Vauxhall Street Ext., Waterford, CT 06385, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 860-442-3277 or by fax 860-442-3277. The normal business hours are by appointment only on Other.


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