GS
CFP
GS
CFP

Glenda Suchy

36 Years of Experience
Tulsa, OK
1 DisclosureBroker

Glenda Suchy is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Tulsa, OK, with 36 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

2431 E. 61st Street, Suite 260, Tulsa, OK, 74136

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2009
Denied
Other Business Activities

Glenda owns and manages multiple rental real estate properties, including a beach rental. She also serves as a trustee for a trust that owns 9HSH2, LLC, dedicating minimal time to these activities.

Employment History
Current Registrations
Raymond James & Associates, INC.
September 2017 - Present · 8 yrs 8 mos
Raymond James & Associates, INC.Broker
September 2017 - Present · 8 yrs 8 mos
Previous Registrations
Morgan Stanley
June 2009 - September 2017 · 8 yrs 3 mos
Morgan StanleyBroker
June 2009 - September 2017 · 8 yrs 3 mos
Citigroup Global Markets INC.
June 2004 - June 2009 · 5 yrs
Citigroup Global Markets INC.Broker
June 2004 - June 2009 · 5 yrs
Bosc INC.
September 1997 - June 2004 · 6 yrs 9 mos
Bosc, INC.Broker
May 1995 - June 2004 · 9 yrs 1 mo
Linsco/private Ledger CORP.Broker
November 1989 - May 1995 · 5 yrs 6 mos
State Registrations32 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Glenda Suchy - Financial Advisor | TrueAdvisor