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Suzanne Cory

14 Years of Experience
Jacksonville, FL
Broker

Suzanne Cory is a registered investment advisor, based in Jacksonville, FL, with 14 years of industry experience.

Location

4651 Salisbury Road, Suite 185, Jacksonville, FL, 32256

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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

Suzanne is a financial advisor at MSW Wealth Advisors, LLC, spending about a quarter of her time referring clients and overseeing financial planning. She also works for JJCPA, LLC as a CPA, dedicating a few hours per week to preparing tax returns.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Cetera Investment Advisers LLC
August 2025 - Present · 9 mos
Previous Registrations
Avantax Advisory Services
October 2019 - September 2025 · 5 yrs 11 mos
Avantax Investment Services, INC.Broker
October 2019 - September 2025 · 5 yrs 11 mos
1st Global Advisors INC
April 2012 - October 2019 · 7 yrs 6 mos
1st Global Capital CORP.Broker
November 2011 - October 2019 · 7 yrs 11 mos
State Registrations1 state
FL
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.
Suzanne Cory - Financial Advisor | TrueAdvisor