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Susan Marie Garbarino

Investment Adviser Representative at IHT Wealth Management LLC

Sarasota, FLCRD #4582384Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
24 yrs
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Susan Marie Garbarino is an investment adviser representative in Sarasota, FL, currently registered with IHT Wealth Management LLC and LPL Financial LLC. They have worked in the securities industry since 2002 and have been registered with 5 firms, including Independent Financial Partners and 1st Global Advisors Inc. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Florida and Illinois.

Office

1343 Main Street, Suite 402
Sarasota, FL 34236

Advisors at this office: 2

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Florida, Illinois
Broker:
2 states and territories

Florida, Illinois

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 11/23/2009
Series 63
Uniform Securities Agent State Law Examination
Passed 11/7/2007
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 9/28/2009
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 10/17/2002

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

IHT Wealth Management LLCCurrent
3/29/2019 – Sarasota, FL
LPL Financial LLCCurrent
3/30/2017 – Orland Park, IL
Independent Financial Partners
3/30/2017 – 4/4/2019Elgin, IL
1st Global Advisors Inc
2/22/2010 – 3/30/2017Elgin, IL
Mueller Financial Services, Inc.
5/21/2013 – 3/28/2017Elgin, IL

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. 1st Global Insurance Services, Inc.
    May 2008 – Mar 2017Elgin, IL
  2. 1st Global Advisors, Inc.
    Feb 2010 – Mar 2017Elgin, IL
  3. 1st Global Capital Corp
    Apr 2012 – Mar 2017Elgin, IL
  4. Mueller Financial Services, Inc.
    Apr 2012 – no end date reportedElgin, IL
  5. Mueller & Co.
    Apr 2012 – no end date reportedElgin, IL
  6. LPL Financial,llc
    Mar 2017 – no end date reportedElgin, IL
  7. Independent Financial Partners
    Mar 2017 – Mar 2019Elgin, IL
  8. IHT Wealth Management LLC
    Mar 2019 – no end date reportedElgin, IL

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About IHT Wealth Management LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
  • Other
Estimated blended rate
0.02

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthCharitable OrganizationsCorporationsOther

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
159
Offices listed on AdvisorFinder:
61
Main office:
Chicago, IL
SEC file number:
801-79769

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 31, 2026

View full firm profile

Other advisors at IHT Wealth Management LLC

Showing 12 of 159 in the directory

View IHT Wealth Management LLC firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Susan Marie Garbarino has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Susan Marie Garbarino (IHT Wealth Management)