Suzanne Rose Soriano
Investment adviser representative at Madison Partners
17 yearsExperience
1 stateRegistered in
$1.3BFirm assets
6 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Madison PartnersAug 2025 to now
- Harbour Investments, Inc.Mar 2023 to Apr 2025
- Wealth Distribution Strategies, LLCMar 2023 to Apr 2025
- Bucky's Locker RoomSep 2015 to Aug 2025
- Northwestern Mutual Investment Services, LLCApr 2009 to Mar 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (WI).
Madison Partners
Legal name: Madison Wealth Partners, Inc.
$1.3BAssets managed
2,077Clients
42Advisers
6 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
- 5242229
- Firm CRD
- 305824