Suzanne Grason has been an investment adviser representative at Spark Financial Advisors since December 2022, and is not listed among the firm’s executive officers or direct owners.
Spark Financial Advisors, LLC is a Richmond, VA firm with $147M under management, 164 clients and 4 advisers across 2 offices, as of its March 2026 filing.
Suzanne Grason’s longest registration was 9 years at Ameriprise Financial Services, Inc. (2009–2018). Before joining Spark Financial Advisors in 2022, Suzanne Grason was registered through Cerity Partners LLC and Fjy Financial.
- Spark Financial AdvisorsCurrent– present · 3 yearsRichmond, VA · Adviser representative · Firm CRD 296914
- Cerity Partners LLC– · under a yearReston, VA · Adviser representative · Firm CRD 151559
- Fjy Financial– · 3 yearsReston, VA · Adviser representative · Firm CRD 139347
- Ameriprise Financial Services, Inc.– · 9 yearsReston, VA · Adviser representative · Firm CRD 6363
Investment adviser representative registrations
Suzanne Grason is registered as an investment adviser representative in 4 states. The first approvals date from December 2022; the most recent is Pennsylvania, in May 2024.
- North CarolinaSince 22 April 2024
- PennsylvaniaSince 7 May 2024
- TexasSince 25 September 2023
- VirginiaSince 12 December 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 5 July 2005 |
| Series 66 | Uniform Combined State Law Examination | 17 May 2005 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Combined State Law Examination
- Full name
- Suzanne Alexis Grason
- CRD
- 4695747
- Firm
- Spark Financial Advisors · CRD 296914
- Office
- 7130 GLEN FOREST DRIVE, SUITE 110, Richmond, VA 23226
- Registration
- Investment adviser registration
- In the industry since
- August 2005
- Disciplinary history
- Not yet shown here · SEC record
Where does Suzanne Grason work?
Suzanne Grason is an investment adviser representative registered through Spark Financial Advisors, LLC since December 2022, and is not listed among the firm’s executive officers or direct owners.
Is Suzanne Grason a financial advisor?
Yes. Suzanne Grason has a current investment-adviser registration in North Carolina, Pennsylvania, Texas and Virginia, through Spark Financial Advisors since December 2022.
How many years of experience does Suzanne Grason have?
Suzanne Grason has 21 years in the financial industry, since August 2005, across 4 adviser firms.
What exams has Suzanne Grason passed?
Suzanne Grason has passed 2 licensing exams: the Series 66 and Series 7. The earliest, the Series 66, was passed in May 2005. FINRA credited Suzanne Grason with the SIE, which began in October 2018.
Where did Suzanne Grason work before Spark Financial Advisors?
Before Spark Financial Advisors, Suzanne Grason was registered through Cerity Partners LLC, June 2022 to December 2022; Fjy Financial, September 2018 to July 2022; Ameriprise Financial Services, Inc., April 2009 to July 2018.
Where is Suzanne Grason based?
Suzanne Grason’s registered office is in Richmond, VA.
Is Suzanne Grason registered with FINRA?
No. Suzanne Grason has no current broker registration.
How can I verify Suzanne Grason’s record?
Search CRD 4695747 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Suzanne Grason’s full registration record.
