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Susan Dawn Moffat

Managing Member And Chief Compliance OfficerCurated Wealth Partners, LLCCRD 4348539

About Susan Dawn Moffat

Susan Dawn Moffat is listed as Managing Member And Chief Compliance Officer at Curated Wealth Partners, LLC in El Segundo, CA. Form ADV reports a beneficial ownership band of 10-25%.

Reported ownership

Owns 10-25% of Curated Wealth Partners, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Susan Dawn Moffat work?

Susan Dawn Moffat is listed as Managing Member And Chief Compliance Officer at Curated Wealth Partners, LLC on SEC Form ADV.

How much of Curated Wealth Partners, LLC does Susan Dawn Moffat own?

Form ADV reports a beneficial ownership band of 10-25%.

Curated Wealth Partners, LLC

TitleManaging Member And Chief Compliance Officer
Ownership10-25%
Control personYes
Since2018
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