Deanna Leigh Suarez
Investment adviser representative at 1776 Wealth LLC
19 yearsExperience
1 stateRegistered in
$390.8MFirm assets
9 yearsFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- 1776 Wealth LLCJan 2017 to now
- UBS Financial Services IncMar 2007 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (GA).
1776 Wealth LLC
$390.8MAssets managed
100Clients
2Advisers
9 yearsIn 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
- 4868261
- Firm CRD
- 286321