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Senior Shareholder, President, Chief Operating Officer, Chief Financial Officer · Deerfield

Susan M. Steel

CRD 4346489 · Named on Form ADV at one SEC-registered adviser

At a glance

Deerfield, an SEC-registered wealth manager based in Indianapolis, IN with $1.2 billion in regulatory assets, lists Susan M. Steel on its Form ADV as Senior Shareholder, President, Chief Operating Officer, Chief Financial Officer, a control person.

Firms and roles

  • DeerfieldSenior Shareholder, President, Chief Operating Officer, Chief Financial OfficerWealth manager · Indianapolis, IN · $1.2B in regulatory assets

AtlasMembers

Susan’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Susan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.