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RIA / WealthAdvisor27 years in industry

SUZANNE MARIE FITZGERALD

Advisor at SOLUTIONS 4 WEALTH

SOUTHLAKE, TX | Plano, TX

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:33 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Mar 30, 2001 to Sep 15, 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: SOLUTIONS 4 WEALTH
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 7, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Jun 7, 1999
First registration: Mar 30, 2001
Dual registered: no
Other names: SUZY DUNSON|SUZY DUNSON|SUZANNE FITZGERALD DUNSON|SUZANNE FITZGERALD DUNSON
IAPD individual key: 3136145

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
SOLUTIONS 4 WEALTH	Independent wealth	Apr 29, 2019	n/a	yes	Plano, TX\|SOUTHLAKE, TX	Current employment
EXENCIAL WEALTH ADVISORS	Former SEC adviser	Dec 23, 2015	Feb 19, 2019	no	Plano, TX\|OKLAHOMA CITY, OK\|FRISCO, TX	Previous registration
EAGLE STRATEGIES LLC	Bd affiliated wealth	Apr 27, 2010	Jan 13, 2016	no	DALLAS, TX\|DREXEL HILL, PA\|WILMINGTON, DE	Previous registration
GOLDMAN SACHS WEALTH SERVICES, L.P.	Bd affiliated wealth	Mar 30, 2001	Jan 17, 2007	no	DALLAS, TX	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
EXENCIAL WEALTH ADVISORS	SOLUTIONS 4 WEALTH	Feb 19, 2019	Apr 29, 2019	69	Firm change	Other
EAGLE STRATEGIES LLC	EXENCIAL WEALTH ADVISORS	Jan 13, 2016	Dec 23, 2015	-21	Firm change	Other
GOLDMAN SACHS WEALTH SERVICES, L.P.	EAGLE STRATEGIES LLC	Jan 17, 2007	Apr 27, 2010	1,196	Firm change after gap	Other

Relationships

Registered with (4)

→ SOLUTIONS 4 WEALTHRegistered adviserregistration: current employment
Apr 29, 2019 to presentfactForm ADV
→ EXENCIAL WEALTH ADVISORSRegistered adviserregistration: previous registration
Dec 23, 2015 to Feb 19, 2019factForm ADV
→ EAGLE STRATEGIES LLCRegistered adviserregistration: previous registration
Apr 27, 2010 to Jan 13, 2016factForm ADV
→ GOLDMAN SACHS WEALTH SERVICES, L.P.Registered adviserregistration: previous registration
Mar 30, 2001 to Jan 17, 2007factForm ADV

Dated events

No dated event names this entity yet.