Suzannah Lee Richards
Investment adviser representative at Eagle Strategies LLC
19 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$32BFirm assets
Are you Suzannah Lee Richards? Claim your profile
Contact this firm
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
- Seminars and workshops
Experience
19 years in the industry.
- M&a Executive Benefit Insurance Solutions, LLCFeb 2025 to now
- Mahoney Financial Organization, LLCApr 2023 to now
- Richards Financial Services, Inc. d/b/a Ocean WealthOct 2018 to now
- Eagle Strategies LLCSep 2014 to now
- Nylife Securities LLCSep 2007 to now
- New York Life Insurance CompanyJul 2007 to now
- Richards Financial Services, Inc. d/b/a Richards Wealth GroupJan 2016 to Oct 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Eagle Strategies LLC
$32BAssets managed
133,900Clients
2,495Advisers
37 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
- 5387243
- Firm CRD
- 110826