Deanna L. Suarez

1776 WEALTH LLC

Sandy Springs, GA 30328

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CRD#: 4868261

Professional summary

Deanna Leigh Suarez, who also goes by Deanna Leigh Suddoth, Deanna Suddoth, is a registered financial advisor currently at 1776 WEALTH LLC located in Sandy Springs, Georgia.

Deanna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Deanna has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Deanna Leigh Suddoth | Deanna Suddoth

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Seven Halos, LLC; 2044 Ellwyn Drive Atlanta GA; owner; holding company; $0 compensation; 1 hour/month

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Deanna Leigh Suarez's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 10, 2017 - Present

1776 WEALTH LLC

Office #1: 750 Hammond Drive Bldg 5, Suite 200, Sandy Springs, GA 30328

RIA

CRD#: 286321

Sandy Springs, GA

Past

July 28, 2009 - March 22, 2017

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

ATLANTA, GA

Past

August 15, 2007 - March 22, 2017

UBS FINANCIAL SERVICES INC.

CRD#: 8174

ATLANTA, GA

Past

March 3, 2006 - March 16, 2007

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

DUNWOODY, GA

Past

January 1, 2005 - October 18, 2005

NYLIFE SECURITIES LLC

CRD#: 5167

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

1776 WEALTH LLC

CRD#: 286321 / SEC#: 801-109928

RIA

Registered Investment Advisory firm - (2/6/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(3/10/2017)

IAR

Georgia
(3/13/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/27/2009

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 7/15/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 3/22/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/22/2007

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/22/2004

Investment Company Products/Variable Contracts Representative Examination

Current Firm

1776 WEALTH LLC

CRD#: 286321 / SEC#: 801-109928

RIA

Registered Investment Advisory firm - (2/6/2017 Approved)

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Contact information

Main Address

750 Hammond Drive Bldg 5, Suite 200, Sandy Springs, GA 30328

Mailing Address

Phone number

(678) 257-2730

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (9/12/2025)

Regulatory assets under management

Total Number of Accounts	367
AUM (Assets Under Management)	$ 372,082,912

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Deanna L. Suarez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Deanna Leigh Suarez's CRS (Customer Relationship Summary).

Certified licenses

Experience

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

TRUIST INVESTMENT SERVICES, INC.

NYLIFE SECURITIES LLC

Primary Firm SEC Registration

1776 WEALTH LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/27/2009

Series 63

Date: 7/15/2005

SIE

Date: 3/22/2017

Series 7

Date: 8/22/2007

Series 6

Date: 12/22/2004

Current Firm

1776 WEALTH LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

1776 WEALTH LLC

TRUST BUT VERIFY

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