Financial advisor
SUSAN CHRISTINE ANASTASIADIS
At EP Wealth Advisors · Scottsdale, AZ
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| Capital Insight Partners | Capital Insight Partners | EP Wealth Advisors | Acquisition | January 6, 2026 | $730M |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| EP WEALTH ADVISORS | Investment adviser | January 21, 2026 | Current |
| M. S. HOWELLS & CO. | Broker-dealer | December 9, 2016 | December 31, 2025 |
| SECURITIES AMERICA, INC. | Broker-dealer | December 8, 2016 | December 9, 2016 |
| FOOTHILL SECURITIES, INC. | Broker-dealer | March 4, 2011 | December 8, 2016 |
| CAPITAL INSIGHT PARTNERS, LLC | Investment adviser | August 27, 2008 | January 2, 2026 |
| PURSHE KAPLAN STERLING INVESTMENTS | Broker-dealer | August 15, 2008 | March 4, 2011 |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Investment adviser | February 22, 2005 | August 19, 2008 |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Broker-dealer | February 22, 2005 | August 19, 2008 |
| CHARLES SCHWAB & CO., INC. | Broker-dealer | April 2, 2004 | February 9, 2005 |
| MERRILL LYNCH PIERCE FENNER & SMITH INC. | Investment adviser | January 31, 2003 | February 24, 2004 |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Broker-dealer | June 24, 2002 | February 24, 2004 |
| FORTIS INVESTORS, INC. | Broker-dealer | April 18, 2000 | October 6, 2000 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.