Bernard Suissa
Investment adviser representative at Suissa Private Wealth
11 yearsExperience
1 stateRegistered in
$0Firm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Suissa Private Wealth, LLCAug 2026 to now
- RBC Capital Markets, LLCAug 2024 to Aug 2026
- Wells Fargo Clearing Services, LLCJun 2017 to Aug 2024
- Morgan Stanley Private Bank, National AssociationJan 2015 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (MD).
Suissa Private Wealth
Legal name: Suissa Private Wealth, LLC
$0Assets managed
0Clients
3Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2533050
- Firm CRD
- 342601