Grace Marie Suchy

Employer firm

Reliance Wealth Management CRD 332415

$134M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2024 → Present
  Reliance Financial Partners
  San Antonio, TX
• 06/2024 → 12/2024
  Coppell Advisory Solutions Llc
  Coppell, TX
• 03/2014 → 02/2024
  Hurley Elder Care Law
  Atlanta, GA
• 12/2024 → Present
  S&D Financial, Llc
  San Antonio, TX

Previous Registrations

• 2024-06-07 → 2025-07-24
  Coppell Advisory Solutions Llc
  Dallas, TX
  San Antonio, TX

Other Businesses

Insurance agent at reliance - approximately 20 hours per week.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-05-06
• S63 Uniform Securities Agent State Law Examination
  2013-08-07

Other Names

• Grace Slater
• Grace Marie Slater
• Grace M Suchy