Adviser and broker representative · Oneascent Financial Services LLC
Suzuanne M. Foster
CRD 4812069 · Birmingham, AL
At a glance
Suzuanne M. Foster is an investment adviser representative with Oneascent Financial Services LLC in Birmingham, AL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Suzuanne’s SEC record dates to 2004, about 22 years ago. Suzuanne is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firm
- Oneascent Financial Services LLCSince September 2021Birmingham, AL · $3.5B in regulatory assets
SEC adviser record
- Registered since
- 2004 (22 years)
- Designations
- Certified Financial Planner
- Exams
- Series 66
- Registered in
- 3 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Suzuanne’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Oneascent Financial Services LLC
- Charles Thomas Alvey IIIBirmingham · Certified Financial Planner
- Jordan ArnoldBirmingham · Certified Financial Planner
- Sara K. BolenBirmingham
- Kadin A. CochranBirmingham
- Cameron D. CollierBirmingham · Certified Financial Planner
- Cavett R. CooperBirmingham · Certified Financial Planner
- Benjamin J. CraftBirmingham
- Justin C. CramerBirmingham
Every advisor at Oneascent Financial Services LLC →Oneascent Financial Services LLC: assets, clients and custodians →Financial advisors in Birmingham, AL →Every Oneascent Financial Services LLC advisor in Birmingham →Advisor Moves: who changed firms this week →