Susan Marie Steel
Investment adviser representative at Deerfield
35 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
35 years in the industry.
- DeerfieldMar 2004 to now
- Deerfield Financial Advisors, Inc.Aug 1991 to now
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (IL, IN).
Deerfield
Legal name: Deerfield Financial Advisors, Inc.
$1.2BAssets managed
331Clients
7Advisers
41 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4346489
- Firm CRD
- 104964