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Suzanne Bryant Turner

Pershing LLC

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About Suzanne Bryant Turner

Suzanne Bryant Turner is a financial advisor with over 28 years of experience in the industry. Suzanne is currently registered with Pershing LLC and has previously worked with PERSHING ADVISOR SOLUTIONS LLC, PERSHING LLC, SUNTRUST INVESTMENT SERVICES, INC., FIRST TENNESSEE BROKERAGE, INC., NATIONSBANC INVESTMENTS, INC., NATIONSSECURITIES, and BOATMEN'S INVESTMENT SERVICES, INC.. Suzanne holds Series 7, SIE, and Series 52TO licenses, along with her Series 63 license. Suzanne currently works out of the Pershing LLC office located at 300 COLONIAL CENTER PARKWAY in LAKE MARY, FL.

Firm Information

Suzanne Turner is currently registered with Pershing LLC. Pershing LLC is a Limited Liability Company formed in January 2003. The firm is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. They have one approved SEC registration and 53 approved state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

692

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Suzanne Turner’s Registration & Firm History

FL

05/05/2022 - Present

Pershing LLC (LAKE MARY FL)

FL

12/04/2020 - 05/05/2022

PERSHING ADVISOR SOLUTIONS LLC (LAKE MARY FL)

FL

09/20/2010 - 12/07/2020

PERSHING LLC (LAKE MARY FL)

FL

07/31/2006 - 08/20/2009

SUNTRUST INVESTMENT SERVICES, INC. (ORLANDO FL)

TN

04/06/1998 - 04/28/2006

FIRST TENNESSEE BROKERAGE, INC. (MEMPHIS TN)

MA

01/01/1998 - 04/07/1998

NATIONSBANC INVESTMENTS, INC. (BOSTON MA)

NA

08/13/1997 - 01/01/1998

NATIONSSECURITIES

MO

12/23/1993 - 08/13/1997

BOATMEN'S INVESTMENT SERVICES, INC. (ST. LOUIS MO)

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Licenses & Designations

BC

Issued 03/04/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/01/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/22/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe C2 Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

M

MIAX Emerald, LLC

M

MIAX PEARL, LLC

M

MIAX Sapphire

M

Miami International Securities Exchange, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

NYSE National, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq MRX, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There is public disclosure for Suzanne Bryant Turner. Review regulatory record here.
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