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Suzette Dybiec

31 Years of Experience
Bexley, OH
Broker

Suzette Dybiec is a registered investment advisor at Raymond James & Associates, INC., based in Bexley, OH, with 31 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

2154 E. Main Street, Suite # 201, Bexley, OH, 43209

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Suzette owns rental real estate property since October 2024, spending a few hours per week on landlord and maintenance duties. This activity is investment-related.

Employment History
Current Registrations
Raymond James & Associates, INC.Broker
May 2014 - Present · 12 yrs
Raymond James & Associates, INC.
May 2014 - Present · 12 yrs
Previous Registrations
UBS Financial Services INC.
March 2007 - May 2014 · 7 yrs 2 mos
UBS Financial Services INC.Broker
February 2007 - May 2014 · 7 yrs 3 mos
Mcdonald Investments INC.Broker
November 2005 - February 2007 · 1 yr 3 mos
Merrill Lynch Pierce Fenner & Smith INC.
June 2001 - October 2005 · 4 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2000 - October 2005 · 5 yrs 7 mos
Banc One Securities CorporationBroker
October 1996 - February 2000 · 3 yrs 4 mos
Financial Asset Management, INC.Broker
September 1994 - August 1995 · 11 mos
Painewebber IncorporatedBroker
November 1992 - June 1994 · 1 yr 7 mos
State Registrations22 states
AZCACOCTFLGAINMAMDMIMNMONCNHNMNYOHSCTXVAWAWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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