Grace Suchy has been an investment adviser representative at S & D Financial since February 2025, and is not listed among the firm’s executive officers or direct owners.
S & D Financial, L.L.C. is a San Antonio, TX firm with $134M under management, 302 clients and 5 advisers across 3 offices, as of its May 2026 filing.
Grace Suchy is Wealth Advisor of Reliance Financial Partners. She began her career in banking before becoming director of client service at an elder law firm. Earlier in her career she worked alongside financial advisors.
Grace Suchy’s longest registration is the current one, 1 year at S & D Financial since 2025. Before joining S & D Financial in 2025, Grace Suchy was registered through Coppell Advisory Solutions LLC.
- Reliance Wealth ManagementCurrent– present · 1 yearSan Antonio, TX · Adviser representative · Firm CRD 332415
- Coppell Advisory Solutions LLC– · 1 yearSan Antonio, TX · Adviser representative · Firm CRD 156549
Professional designations
Listed by S & D Financial
- Certified Senior Advisor (CSA®)
Investment adviser representative registrations
Grace Suchy is registered as an investment adviser representative in Texas, since February 2025.
- TexasSince 7 February 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 6 May 2024 |
| Series 63 | Uniform Securities Agent State Law Examination | 7 August 2013 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 26 July 2013 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Grace Marie Suchy
- CRD
- 4839676
- Firm
- S & D Financial · CRD 332415
- Office
- 6827 CAMP BULLIS RD, STE 402, San Antonio, TX 78256
- Registration
- Investment adviser registration
- In the industry since
- June 2024
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- reliancefinancialpartners.com
Where does Grace Suchy work?
Grace Suchy is an investment adviser representative registered through S & D Financial, L.L.C. since February 2025, and is not listed among the firm’s executive officers or direct owners.
Is Grace Suchy a financial advisor?
Yes. Grace Suchy has a current investment-adviser registration in Texas, through S & D Financial since February 2025.
How many years of experience does Grace Suchy have?
Grace Suchy has 2 years in the financial industry, since June 2024, across 2 adviser firms.
What exams has Grace Suchy passed?
Grace Suchy has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in July 2013.
Where is Grace Suchy based?
Grace Suchy’s registered office is in San Antonio, TX.
Is Grace Suchy registered with FINRA?
No. Grace Suchy has no current broker registration.
How can I verify Grace Suchy’s record?
Search CRD 4839676 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Grace Suchy’s full registration record.