Susan Mary Steele
Professional Summary
Susan Mary Steele, who also goes by Susan M Steele, is a registered financial advisor currently at TIMOTHY PARTNERS, LTD. located in Maitland, Florida. Susan is registered as a RR (Registered Representative) and started their career in finance in 2004. Susan has worked at 6 firms and has passed the Series 63, Series 52TO, SIE, Series 7, Series 53 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Susan M Steele
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
22 years in the financial services industry
Current & Past Employments
Current
Past
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Current Firm
TIMOTHY PARTNERS, LTD.
Contact Information
Main Address
1055 Maitland Center Commons, Maitland, FL 32751Mailing Address
1055 Maitland Center Commons, Maitland, FL 32751Phone Number
(407) 644-1986Established
Florida since 12/06/1993Firm Type
PartnershipFiscal Year End
DecemberFirm Size
Small# of Employees
24SEC notice filing (52 States and Territories)
Registered to provide investment advisory services in 52 US states and territories.
FINRA licenses (52 States and Territories)
Registered to provide investment advisory services in 52 US states and territories.
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| TIMOTHY PARTNERS, LC | LIMITED PARTNER | — |
| COVENANT FUNDS, INC. | CORPORATE MANAGER GENERAL PARTNER | — |
| ALLY, ARTHUR DOUGLAS | SHAREHOLDER | 855097 |
| ALLY, GREGORY SCOTT | CHIEF FINANCIAL OFFICER | 7235816 |
| CHAMPION, ERIC SAMUEL | CHIEF OPERATING OFFICER | 6764420 |
| MUMBERT, BRIAN SCOTT | CHIEF EXECUTIVE OFFICER | 5550269 |
| MUMBERT, CHERYL MARIE | CHIEF EXPERIENCE OFFICER | 2237206 |
| STEELE, SUSAN MARY | CHIEF COMPLIANCE OFFICER | 4816964 |
Regulatory Assets Under Management
Total Number of Accounts
1AUM (Assets Under Management)
$2,862,241,624Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
The advisor shows no other business activity.
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Primary Firm SEC Registration
TIMOTHY PARTNERS, LTD.
State Registrations and Notice Filings
(9/18/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 52TO — Municipal Securities Representative Examination
Passed Jan 2023About the Series 52TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Susan Mary Steele's CRS (Customer Relationship Summary).
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