Suzanne Alexis Grason
Investment adviser representative at Spark Financial Advisors
18 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$147.1MFirm 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Spark Financial Advisors, LLCNov 2022 to now
- Cerity Partners LLCJun 2022 to Nov 2022
- Fjy FinancialJul 2018 to May 2022
- Ameriprise Financial Services, Inc.Sep 2004 to Jul 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 4 states (NC, PA, TX, VA).
Spark Financial Advisors
Legal name: Spark Financial Advisors, LLC
$147.1MAssets managed
164Clients
3Advisers
1 yearIn 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
- 4695747
- Firm CRD
- 296914