Suzanne A. Grason
SPARK FINANCIAL ADVISORS
RICHMOND, VA 23226
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CRD#: 4695747
Professional summary
Suzanne Alexis Grason, CFP®, who also goes by Suzanne Alexis Young, is a registered financial advisor currently at SPARK FINANCIAL ADVISORS located in Richmond, Virginia.
Suzanne is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Suzanne has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Suzanne Alexis Young
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
FIDUCIARY ACTIVITIES ; DAUGHTER; AUGUST 2012. Name of other business: FPACVA (FPA Central Virginia Chapter Board); Is business Investment related: No; Address of other business: Richmond, VA; Nature of other business: Association; Your position: President Start date of relationship: January 2022; Approx. # of hours /month devote to other business: 1; Number of hours devoted to other business during securities trading hours: 0; Briefly describe duties: Participation in board meetings, involvement in Women in Finance collaboration and events, and helping out whatever is needed. Name of other business: National Capital Chapter of Society of Financial Services Professionals; Is business Investment related: No; Address of other business: Richmond, VA; Nature of other business: Association; Your position: Board Member; Start date of relationship: June 2021; Approx. # of hours /month devote to other business: 1; Number of hours devoted to other business during securities trading hours: 0; Briefly describe duties: Participation in board meetings, involvement in Women in Finance collaboration and events, and helping out whatever is needed.
CRS (Client Relationship Summary) - RIA
Click below to view Suzanne Alexis Grason's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2007
Experience
Current
December 12, 2022 - Present
SPARK FINANCIAL ADVISORS
Office #1: 7130 Glen Forest Drive Suite 110, Richmond, VA 23226RIA
CRD#: 296914
RICHMOND, VA
Past
June 14, 2022 - December 12, 2022
CERITY PARTNERS LLC
RIA
CRD#: 151559
RESTON, VA
Past
September 4, 2018 - July 1, 2022
FJY FINANCIAL
RIA
CRD#: 139347
RESTON, VA
Past
April 2, 2009 - July 11, 2018
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
RESTON, VA
Past
July 6, 2005 - July 3, 2006
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
July 6, 2005 - July 11, 2018
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
RESTON, VA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SF
SPARK FINANCIAL ADVISORS
SPARK FINANCIAL ADVISORS | SPARK FINANCIAL ADVISORS, LLC
CRD#: 296914 / SEC#: 801-132555
RIA
Registered Investment Advisory firm - (4/28/2025 Approved)North Carolina
Registered Investment Advisory firm - (5/5/2025 Terminated)Pennsylvania
Registered Investment Advisory firm - (4/30/2025 Terminated)Texas
Registered Investment Advisory firm - (4/29/2025 Terminated)Virginia
Registered Investment Advisory firm - (4/30/2025 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
North Carolina(4/22/2024)
IAR
Pennsylvania(5/7/2024)
IAR
Texas(9/25/2023)
IAR
Virginia(12/12/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
SF
SPARK FINANCIAL ADVISORS
SPARK FINANCIAL ADVISORS | SPARK FINANCIAL ADVISORS, LLC
CRD#: 296914 / SEC#: 801-132555
RIA
Registered Investment Advisory firm - (4/28/2025 Approved)North Carolina
Registered Investment Advisory firm - (5/5/2025 Terminated)Pennsylvania
Registered Investment Advisory firm - (4/30/2025 Terminated)Texas
Registered Investment Advisory firm - (4/29/2025 Terminated)Virginia
Registered Investment Advisory firm - (4/30/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
7130 Glen Forest Drive Suite 110, Richmond, VA 23226
Mailing Address
Phone number
(804) 451-1210
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 507 |
| AUM (Assets Under Management) | $ 115,811,162 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
SPARK FINANCIAL ADVISORS
CRD#: 296914Richmond, VA 23226TRUST BUT VERIFY
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