Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Howard? Claim Your ProfileHoward Bruce Sussman is a financial advisor with Cerity Partners LLC. Howard is a Certified Financial Planner and has been in the industry since 1998. Howard has experience working with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Howard provides a variety of financial planning and advisory services including financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisers.
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.
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.
Tax services; bill pay
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
01/01/2025 - Present
Cerity Partners LLC (NEW YORK NY)
CA
10/15/1999 - 07/07/2006
CHARLES SCHWAB & CO., INC. (MENLO PARK CA)
DE
10/15/1998 - 10/12/1999
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
IA
Issued 04/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/29/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/14/1998
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Howard Sussman is the right advisor for you? Invested Better is here to help.
