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RIA / WealthAdvisor31 years in industry

BERNARD SUISSA

Advisor at SUISSA PRIVATE WEALTH

BETHESDA, MD

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Search this name across graphsid dfx:ria:00c7d3cb-317b-6c31-5c7e-15d49ec6ce76

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Oct 23, 2000 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SUISSA PRIVATE WEALTH
Current firm class: no raum reportedderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 28, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Mar 28, 1995
First registration: Oct 23, 2000
Dual registered: no
IAPD individual key: 2533050

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SUISSA PRIVATE WEALTH	No RAUM reported	Sep 4, 2026	n/a	yes	BETHESDA, MD	Current employment
RBC CAPITAL MARKETS, LLC	National bd RIA	Aug 28, 2024	Sep 4, 2026	no	CHEVY CHASE, MD\|Rockville, MD\|Vienna, VA	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jun 29, 2017	Sep 12, 2024	no	BEVERLY HILLS, CA\|BETHESDA, MD\|BETHESDA, MD\|COLUMBIA, MD\|BETHESDA, MD\|COLUMBIA, MD\|BETHESDA, MD\|NORTH BETHESDA, MD	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Jun 30, 2017	no	Los Angeles, CA	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Oct 26, 2007	Jun 1, 2009	no	LOS ANGELES, CA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Oct 23, 2000	Oct 29, 2007	no	BEVERLY HILLS, CA\|BEVERLY HILLS, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
RBC CAPITAL MARKETS, LLC	SUISSA PRIVATE WEALTH	Sep 4, 2026	Sep 4, 2026	0	Firm change	Ibd to new firm
WELLS FARGO ADVISORS	RBC CAPITAL MARKETS, LLC	Sep 12, 2024	Aug 28, 2024	-15	Firm change	Wirehouse to ibd
MORGAN STANLEY	WELLS FARGO ADVISORS	Jun 30, 2017	Jun 29, 2017	-1	Firm change	Wirehouse to wirehouse
CITIGROUP GLOBAL MARKETS INC.	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	CITIGROUP GLOBAL MARKETS INC.	Oct 29, 2007	Oct 26, 2007	-3	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
31194:342601:VA:2026-09-04	Sep 4, 2026	Sep 4, 2026	VIENNA, VA	Firm change
149777:19616:CA:2017-06-12	Jun 30, 2017	Jun 29, 2017	LOS ANGELES, CA	Firm change

Relationships

Registered with (6)

→ SUISSA PRIVATE WEALTHRegistered adviserregistration: current employment
Sep 4, 2026 to presentfactForm ADV
→ RBC CAPITAL MARKETS, LLCRegistered adviserregistration: previous registration
Aug 28, 2024 to Sep 4, 2026factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jun 29, 2017 to Sep 12, 2024factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Jun 30, 2017factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Oct 26, 2007 to Jun 1, 2009factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Oct 23, 2000 to Oct 29, 2007factForm ADV

Dated events

Occurred
Sep 4, 2026
Advisor changed firm
Bernard Suissa left Rbc Capital Markets, Llc for Suissa Private Wealth (registered 2026-09-04)
Form ADVobserved 6 days ago
Occurred
Sep 12, 2024
Advisor changed firm
Bernard Suissa left Wells Fargo Advisors for Rbc Capital Markets, Llc (registered 2024-08-28)
Form ADVobserved 6 days ago