Susan Marie Marshall
Investment adviser representative at Columbia Advisory Partners, LLC
31 yearsExperience
1 stateRegistered in
PFSDesignation
$312.6MFirm 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
31 years in the industry.
- Columbia Advisory Partners, LLCSep 2024 to now
- Griffiths, Dreher & Evans, Ps, CpasJun 1995 to Sep 2024
Designations
- PFS
Exams passed
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (WA).
Columbia Advisory Partners, LLC
$312.6MAssets managed
631Clients
18Advisers
7 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
- 5460863
- Firm CRD
- 171616