Emily A Fennell
Investment adviser representative at Suissa Private Wealth
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$0Firm assets
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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
15 years in the industry.
- Suissa Private Wealth, LLCAug 2026 to now
- RBC Capital Markets, LLCOct 2024 to Aug 2026
- Morgan StanleyOct 2022 to Oct 2024
- UBS Financial ServicesJul 2021 to Sep 2022
- Wealthspire AdvisorsJun 2020 to Jul 2020
- Harvest Kitchen and Good Enough To Eat (the Restaurant Group)Jun 2019 to Jun 2021
- Lehigh UniversityAug 2017 to May 2021
- Ag Kitchen (the Restaurant Group)May 2013 to Aug 2018
- Gezim Swim Program (gsp) GuardMay 2013 to Aug 2018
- Full-time StudentJan 2011 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
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
- 7400084
- Firm CRD
- 342601