Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley W. Sussman is a financial advisor with Raymond James & Associates, Inc. in St. Petersburg, Florida. Bradley has been in the industry for over 10 years and specializes in financial planning, portfolio management, and investment advisory services. Bradley previously worked at Cowen and Company and Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Please see note in schedule d - miscellaneous
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
06/21/2018 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
NY
09/08/2014 - 01/12/2018
COWEN AND COMPANY (NEW YORK NY)
NY
11/09/2010 - 02/11/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
06/05/1995 - 06/03/1996
SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)
BOTH
Issued 12/10/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/23/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/21/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2014
Series 3 - National Commodity Futures Examination
BC
Issued 11/08/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Bradley Sussman is the right advisor for you? Invested Better is here to help.
