Suzannah Richards, financial advisor Fort Lauderdale FL

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 Fort Lauderdale, FL and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Mahoney Financial Organization, LLC Fort Lauderdale, FL Apr 2023 - Current < 1
Richards Financial Services, Inc. D/b/a Ocean Wealth Ft Lauderdale, FL Oct 2018 - Current 5
Eagle Strategies LLC Sunrise, FL Sep 2014 - Current 9
Nylife Securities LLC Fort Lauderdale, FL Sep 2007 - Current 16
New York Life Insurance Company Fort Lauderdale, FL Jul 2007 - Current 16
Richards Financial Services, Inc. D/b/a Richards Wealth Group Fort Lauderdale, FL Jan 2016 - Oct 2018 2
Richards Wealth Strategies Group, Inc. Sunrise, FL Apr 2015 - Jan 2016 < 1
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
    16,667
    MILLIONS
  • Total Number of Accounts
    87,580
    ACCOUNTS
  • Average Account Value
    $190,309
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, WY

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Data verified by both the advisor and the public regulatory data.

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