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Suzannah Lee Richards

Eagle Strategies LLC

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About Suzannah Lee Richards

Suzannah Richards is an investment advisor representative at Eagle Strategies LLC with over 15 years of experience in the financial services industry. Suzannah is licensed to provide investment advice in Florida and Texas and is registered with the Financial Industry Regulatory Authority (FINRA) and several states across the country. Suzannah has a wide range of experience in financial planning, investment management, and insurance products. Suzannah holds the Series 6, 7, and 63 licenses as well as the SIE Exam. She is a Director at the Women’s Ecommerce Association International and also operates a DBA called Richards Financial Services, Inc. d/b/a Ocean Wealth.

Firm Information

Suzannah Richards is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in New York, NY. The firm provides a range of services, including financial planning, pension consulting, educational seminars, and publication of periodicals. They manage assets for individuals, high-net-worth individuals, corporations, and charitable organizations. Eagle Strategies has over 1,998 registered representatives and manages over $20 billion in assets.
Eagle Strategies LLC

4524 N FEDERAL HIGHWAY

FORT LAUDERDALE, FL 33308

$20.36B

Assets Under Management

6,070

Total Clients

2,031

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Suzannah Richards’s Registration & Firm History

FL

11/30/2020 - Present

Eagle Strategies LLC (FORT LAUDERDALE FL)

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Licenses & Designations

BC

Issued 1/27/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 8/4/2014

Series 7 - General Securities Representative Examination

BC

Issued 1/17/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Suzannah Lee Richards.
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