Bernard Suissa
Professional summary
Bernard Suissa was a registered financial advisor .
Bernard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Bernard had worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
At a Glance
Services Offered
Specializations
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 4, 2026 - Present
Office #1: 7501 Wisconsin Avenue Suite 760w, Bethesda, MD 20814
August 28, 2024 - September 4, 2026
RBC CAPITAL MARKETS, LLC
August 28, 2024 - September 4, 2026
RBC CAPITAL MARKETS, LLC
June 29, 2017 - September 12, 2024
WELLS FARGO CLEARING SERVICES, LLC
June 29, 2017 - September 12, 2024
WELLS FARGO CLEARING SERVICES, LLC
June 1, 2009 - June 30, 2017
MORGAN STANLEY
June 1, 2009 - June 30, 2017
MORGAN STANLEY
October 26, 2007 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
October 26, 2007 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
October 23, 2000 - October 29, 2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
October 24, 1994 - October 29, 2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/4/2026)
Exams
Current firm
No current employment
Red Flags
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