Suzanne Elizabeth Markus
Investment adviser representative at Benjamin F. Edwards & Company, Incorporated
12 yearsExperience
2 statesRegistered in
$18.9BFirm assets
16 yearsFirm in business
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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
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Benjamin F. Edwards & Company, Inc.Mar 2022 to now
- Benjamin F. EdwardsMar 2022 to now
- Raymond James Financial Services Advisors, Inc.Aug 2021 to Mar 2022
- Old North State Investment, LLC.Jun 2020 to Mar 2022
- Raymond James Financial Services, Inc.Jun 2020 to Mar 2022
- The Mike Brown Financial GroupJun 2020 to Mar 2022
- UBS Financial Services, Inc.Aug 2014 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (IL, MO).
Benjamin F. Edwards & Company, Incorporated
$18.9BAssets managed
33,057Clients
514Advisers
16 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
- 4707401
- Firm CRD
- 146936