Susannah Marie Thomas
Investment adviser representative at Allworth Financial, L.P.
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$33.6BFirm assets
Are you Susannah Marie Thomas? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
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
13 years in the industry.
- Allworth Financial, L.P.Jan 2026 to now
- Grunden Financial Advisory, Inc.Sep 2021 to Jan 2026
- Grunden Financial Advisory, Inc.Dec 2013 to Aug 2021
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TX).
Allworth Financial, L.P.
$33.6BAssets managed
29,297Clients
319Advisers
19 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
- 7245194
- Firm CRD
- 111167