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Adrian V Susmano

Kpmg Corporate Finance LLC

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About Adrian V Susmano

Adrian Susmano is a financial professional with over 17 years of experience in the industry. Adrian is currently registered with Kpmg Corporate Finance LLC and has a Series 7, Series 24, Series 63, Series 79TO, and SIE. Adrian has a strong background in investment banking and has held positions at a number of prominent firms, including Fifth Third Securities, Inc., Bridge Capital Associates, Inc., MTS Securities, LLC, Lazard Freres & Co. LLC, Lehman Brothers Inc., CIBC World Markets Corp. and J.C. Bradford & Co. Adrian is licensed to offer securities products and services in 34 states.

Firm Information

Adrian Susmano is currently registered with Kpmg Corporate Finance LLC. Kpmg Corporate Finance LLC is a Limited Liability Company formed in February 2000. The firm is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. It is also registered with the Securities and Exchange Commission (SEC).

Not reported

Assets Under Management

Not reported

Total Clients

53

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Adrian Susmano’s Registration & Firm History

GA

07/01/2022 - Present

Kpmg Corporate Finance LLC (Atlanta GA)

NY

04/04/2018 - 06/14/2022

FIFTH THIRD SECURITIES, INC. (NEW YORK NY)

NY

05/01/2013 - 02/22/2018

BRIDGE CAPITAL ASSOCIATES, INC. (New York NY)

NY

04/19/2010 - 06/27/2011

MTS SECURITIES, LLC (NEW YORK NY)

NY

06/09/2008 - 04/12/2010

LAZARD FRERES & CO. LLC (NEW YORK NY)

NY

10/25/2005 - 03/19/2008

LEHMAN BROTHERS INC. (NEW YORK NY)

NY

03/31/2000 - 04/30/2002

CIBC WORLD MARKETS CORP. (NEW YORK NY)

NY

08/27/1999 - 01/07/2000

J.C. BRADFORD & CO. (NEW YORK NY)

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Licenses & Designations

BC

Issued 01/13/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/12/2022

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/24/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Adrian V Susmano.
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