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.

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

Jan 1, 2011earliest registration or exam on IAPD

Years in industry

15derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66

First exam

Nov 4, 2021

First registration

Nov 4, 2021

Dual registered

no

IAPD individual key

7400084

• Occurred

  Sep 4, 2026
  Advisor changed firm

  Emily A Fennell left Rbc Capital Markets, Llc for Suissa Private Wealth (registered 2026-09-04)

  Form ADVobserved 4 days ago
• Occurred

  Oct 2, 2024
  Advisor changed firm

  Emily A Fennell left Morgan Stanley for Rbc Capital Markets, Llc (registered 2024-10-23)

  Form ADVobserved 4 days ago
• Occurred

  Sep 21, 2022
  Advisor changed firm

  Emily A Fennell left Ubs Financial Services Inc. for Morgan Stanley (registered 2022-10-14)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:bc167d11-0f6d-b220-9977-e78f5377dfee

First observed

Nov 4, 2021

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.