Deanna Leigh Suarez
Investment Adviser Representative at 1776 Wealth LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Deanna Leigh Suarez is an investment adviser representative with 1776 Wealth LLC in Sandy Springs, GA, where they have been registered since 2017. They have worked in the securities industry since 2005 and were previously registered with UBS Financial Services Inc. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Georgia.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Georgia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- UBS Financial Services IncMar 2007 – Mar 2017Atlanta, GA
- 1776 Wealth LLCJan 2017 – no end date reportedSandy Springs, GA
- 1776 Wealth LLCMar 2017 – no end date reportedSandy Springs, GA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About 1776 Wealth LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $1,000,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Financial planning and execution, investment management (including public and private market investments), total balance sheet management, dynamic portfolio management, strategic financial planning, estate planning, legacy planning, tax optimization, leverage and structuring, and philanthropic strategies.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 2
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Sandy Springs, GA
- SEC file number:
- 801-109928
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 30, 2026
View full firm profileOther advisors at 1776 Wealth LLC
1 other advisor in the directory
View 1776 Wealth LLC firm profileSimilar advisors in Sandy Springs, GA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Deanna Leigh Suarez has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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