Rockefeller Capital Management
46yrs
Top advisor by experience in Salt Lake City
45yrs
Susan C Bollinger
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith
At a glance
Experience45 years (since 1981)
How that compares ?Top 1% by experience in Salt Lake City
Office60 E South Temple St, Salt Lake City, UT 84111
How the firm is paid ?Percent of assets, Flat fee, Commissions
States licensed ?2 states
Services through Merrill Lynch, Pierce, Fenner & Smith
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Combined State Law Examination
Career
- 2003 – nowMerrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent firm
Questions to ask Susan
Tailored to Susan’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Susan
How do I contact Susan?
Call Merrill Lynch, Pierce, Fenner & Smith at 800-637-7455 and ask for Susan C Bollinger. Susan works from the Salt Lake City, UT office.
How long has Susan been a financial advisor?
Susan has been in the industry since 1981, about 45 years. Top 1% by experience in Salt Lake City.
What licenses does Susan hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Susan a fiduciary?
Susan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Susan paid?
Merrill Lynch, Pierce, Fenner & Smith reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Susan for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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