Deanna Suarez is a registered investment advisor at 1776 Wealth LLC, based in Sandy Springs, GA, with 20 years of industry experience. Deanna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 112 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
1776 Wealth offers portfolio management services for an annual fee ranging from 0.70% to 2.50% of the value of your investments. The specific fee depends on the amount you invest, the complexity of the services, and the level of administration required. Fees are billed quarterly in advance.
Location
750 Hammond Drive, Bldg 5, Suite 200, Sandy Springs, GA, 30328
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Deanna is the owner of Seven Halos, LLC, a holding company. She dedicates minimal time to this activity.
Employment History
Current Registrations
1776 Wealth LLC
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Suntrust Investment Services, INC.Broker
Nylife Securities INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.