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Susannah Marie Thomas

GRUNDEN FINANCIAL ADVISORY, INC.·DENTON, Texas
Clean record4 years registeredGRUNDEN FINANCIAL ADVISORY, INC.
515 SOUTH CARROLL BLVD, DENTON, TX 76201CRD# 7245194Firm CRD# 111595

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Susannah Marie Thomas · DENTON, TX
Registration
CRD #7245194 · GRUNDEN FINANCIAL ADVISORY, INC. · 4 years registered
Brand Profile
Not yet started
01

Career History

ALLWORTH FINANCIAL, L.P.
Jan 2026 – present
GRUNDEN FINANCIAL ADVISORY, INC.
Dec 2021 – Jan 2026
DENTON, TX
02

Registrations & Exams

Registration record
First registered · December 3, 2021
Years registered · 4
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GRUNDEN FINANCIAL ADVISORY, INC.
CRD 111595 · SEC 801-58252
AUM
$365M
Regulatory assets under management
Employees
6
833 client accounts
Services offered by GRUNDEN FINANCIAL ADVISORY, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at GRUNDEN FINANCIAL ADVISORY, INC. →
Introduction

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Frequently Asked Questions

What services does Susannah Marie Thomas offer?
Susannah Marie Thomas specializes in Financial Planning, Investment Management. Contact their office in DENTON, Texas for a consultation.
What are Susannah Marie Thomas's credentials?
Susannah Marie Thomas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Susannah Marie Thomas located?
Susannah Marie Thomas is based in DENTON, Texas, working with GRUNDEN FINANCIAL ADVISORY, INC.. Their office serves clients in the DENTON metropolitan area and surrounding communities.
How does Susannah Marie Thomas charge for services?
Susannah Marie Thomas's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GRUNDEN FINANCIAL ADVISORY, INC.?
GRUNDEN FINANCIAL ADVISORY, INC. has approximately 6 employees and manages $365M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GRUNDEN FINANCIAL ADVISORY, INC.

David Ashley Ragan
DENTON, TX
Ricky Lee Grunden
DENTON, TX

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