Suzannah Richards, financial advisor Sunrise FL
101 score

Suzannah Richards

CRD Number: 5387243
Current Firm: Eagle Strategies LLC

Suzannah Richards (CRD# 5387243) is an Investment Advisor Representative working at Eagle Strategies LLC in Sunrise, FL and has over 7 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Richards Financial Services, Inc. D/b/a Richards Wealth Group Fort Lauderdale, FL Jan 2016 - Current < 1
Eagle Strategies LLC Sunrise, FL Sep 2014 - Current 2
Nylife Securities, LLC Fort Lauderdale, FL Sep 2007 - Current 9
New York Life Insurance Comp. Fort Lauderdale, FL Jul 2007 - Current 9
Richards Wealth Strategies Group, Inc. Sunrise, FL Apr 2015 - Jan 2016 < 1
Ten Golden Rules Boca Raton, FL Jan 2007 - Aug 2007 < 1
Eden Florist Miramar, FL May 1996 - Aug 2007 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2009
Contact Info for Suzannah L. Richards
By the Numbers
  • Total Assets Under Management
    5,154
    MILLIONS
  • Total Number of Accounts
    29,837
    ACCOUNTS
  • Average Account Value
    $172,747
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
101
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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