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Suzanne Stewart

1 Year of Experience
Brentwood, TN
Broker

Suzanne Stewart is a registered investment advisor at Cetera Investment Advisers LLC, based in Brentwood, TN, with 1 years of industry experience. Suzanne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

750 Old Hickory Blvd Suite 2-210, Brentwood, TN, 37027

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Suzanne works as a financial advisor at Shoemaker Financial, providing financial and retirement services to clients, dedicating full-time hours to this role. She also owns a photography business and a rental property, but these activities require minimal time commitment.

Employment History
Current Registrations
Cetera Investment Advisers LLC
April 2025 - Present · 1 yr 1 mo
Cetera Wealth Services, LLCBroker
March 2025 - Present · 1 yr 2 mos
Previous Registrations
Morgan Stanley & CO., IncorporatedBroker
July 1999 - January 2000 · 6 mos
State Registrations6 states
ALFLNCNVTNWA
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.