RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Susan Chapin Maes
- Title
- Wealth Managerreportedartisancap.comfirm site, Sep 15, 2026
- Years, as the firm states
- 30reportedartisancap.com“With over 30 years of experience in the industry, Susan holds her Series 7, 63, 66 securities licenses and has her life and health insurance producer licenses.”
- Professional profile
- artisancap.com/team/susan-c-maesreportedartisancap.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Nwf Advisory Services Inc independent RIA currentsince Jun 2, 2025 · Brielle, Nj
- The Ameriflex Group BD affiliatedOct 8, 2024 to Jul 2, 2025 · Brielle, Nj
- World Advisory Services formerAug 21, 2019 to Oct 11, 2024 · Lincroft, Nj
- The Ameriflex Group to Nwf Advisory Services Incleft Jul 2, 2025, registered Jun 2, 2025 (-30 days) · corporate re-registration, not a move
- World Advisory Services to The Ameriflex Groupleft Oct 11, 2024, registered Oct 8, 2024 (-3 days) · Affiliated broker-dealer or bank to another
- Susan Chapin Maes left World Advisory Services for The Ameriflex Group (registered 2024-10-08)Oct 11, 2024 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 32derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address