DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)40 years in industry

SUSAN MARIE WANAMAKER

Advisor at CAPITAL ANALYSTS

CLEVELAND, OH | Cleveland, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:41f3e1df-0512-8170-0875-73cacfde8b25

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Jul 29, 2013 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CAPITAL ANALYSTS
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 25, 1985earliest registration or exam on IAPD
Years in industry: 40derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 3
Registered states: 1
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Sep 25, 1985
First registration: Jul 29, 2013
Dual registered: yes, broker-dealer
Other names: SUSAN M STOVER|SUSAN MARIE STOVER
IAPD individual key: 1084399

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
LINCOLN INVESTMENT	Independent wealth	Oct 11, 2024	n/a	yes	Cleveland, OH	Current employment
BEACON FINANCIAL ADVISORY LLC	Independent wealth	Nov 2, 2023	n/a	yes	CLEVELAND, OH	Current employment
CAPITAL ANALYSTS	Bd affiliated wealth	Jul 29, 2020	n/a	yes	Cleveland, OH	Current employment
EQUITABLE ADVISORS, LLC	National bd RIA	Dec 20, 2019	Jul 30, 2020	no	INDEPENDENCE, OH	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jan 31, 2019	Sep 20, 2019	no	WOODMERE VILLAGE, OH	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Dec 14, 2016	Sep 28, 2018	no	CLEVELAND, OH\|CHAGRIN FALLS, OH	Previous registration
MORGAN STANLEY	Wirehouse	Jul 29, 2013	Oct 31, 2016	no	Pepper Pike, OH\|Cleveland, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
EQUITABLE ADVISORS, LLC	CAPITAL ANALYSTS	Jul 30, 2020	Jul 29, 2020	-1	Firm change	Ibd to ibd
FIDELITY PERSONAL AND WORKPLACE ADVISORS	EQUITABLE ADVISORS, LLC	Sep 20, 2019	Dec 20, 2019	91	Firm change	Ibd to ibd
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Sep 28, 2018	Jan 31, 2019	125	Firm change	Wirehouse to ibd
MORGAN STANLEY	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Oct 31, 2016	Dec 14, 2016	44	Firm change	Wirehouse to wirehouse

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
149777:7691:OH:2016-10-31	Oct 31, 2016	Dec 14, 2016	CLEVELAND, OH	Firm change

Relationships

Registered with (7)

→ LINCOLN INVESTMENTRegistered adviserregistration: current employment
Oct 11, 2024 to presentfactForm ADV
→ BEACON FINANCIAL ADVISORY LLCRegistered adviserregistration: current employment
Nov 2, 2023 to presentfactForm ADV
→ CAPITAL ANALYSTSRegistered adviserregistration: current employment
Jul 29, 2020 to presentfactForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Dec 20, 2019 to Jul 30, 2020factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jan 31, 2019 to Sep 20, 2019factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Dec 14, 2016 to Sep 28, 2018factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jul 29, 2013 to Oct 31, 2016factForm ADV

Dated events

No dated event names this entity yet.