DFX Intelligence
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.
Registered advisor
Susan Alexandra Pilon
Certified Financial Planner
Feed of 09/15/2026
Also filed as Susan Alexandra Crawford
At current firm
4 y
since Apr 8, 2022
In the industry
25 y
since Jun 12, 2001 (earliest exam, job or registration)
Prior registered firms
7
IAPD previous registrations
State registrations
4
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Manning & Napier Advisors, LLC mixed wealth currentsince Apr 8, 2022 · Fairport, Ny
- Mercer Global Advisors Inc. independent RIAAug 21, 2018 to Aug 18, 2021 · Clearwater, Fl
- Raymond James & Associates, Inc. national BDFeb 5, 2015 to Jul 20, 2018 · St. Petersburg, Fl
- Raymond James & Associates, Inc. national BDMar 7, 2007 to Feb 24, 2014 · Nashville, Tn
- RBC Capital Markets, LLC national BDFeb 21, 2006 to Mar 9, 2007 · St. Petersburg, Fl
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAug 28, 2003 to Feb 24, 2006 · St Petersburg, Fl
- Wells Fargo Advisors wirehouseJul 1, 2003 to Jul 25, 2003 · St. Petersburg, Fl
- Prudential Equity Group, LLC unclassifiedJun 12, 2001 to Jul 1, 2003 · St. Petersburg, Fl
Moves
a registration end followed by a registration begin elsewhere
- Mercer Global Advisors Inc. to Manning & Napier Advisors, LLCleft Aug 18, 2021, registered Apr 8, 2022 (233 days) · RIA to RIA
- Raymond James & Associates, Inc. to Mercer Global Advisors Inc.left Jul 20, 2018, registered Aug 21, 2018 (32 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- RBC Capital Markets, LLC to Raymond James & Associates, Inc.left Mar 9, 2007, registered Mar 7, 2007 (-2 days) · Affiliated broker-dealer or bank to another
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to RBC Capital Markets, LLCleft Feb 24, 2006, registered Feb 21, 2006 (-3 days) · Wirehouse to affiliated broker-dealer or bank
- Wells Fargo Advisors to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Jul 25, 2003, registered Aug 28, 2003 (34 days) · Wirehouse to wirehouse
- Prudential Equity Group, LLC to Wells Fargo Advisorsleft Jul 1, 2003, registered Jul 1, 2003 (0 days) · corporate re-registration, not a move
Signals
No dated event on this person.
Transition signals
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.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Wealth manager with institutional or fund businessderived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address