linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Patrick Marion Schussman

Aristotle Capital Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Patrick? Claim Your Profile

About Patrick Marion Schussman

Patrick Marion Schussman is a Managing Director, Head of Advisory Distribution at Aristotle Capital Management, LLC in Los Angeles, CA. Patrick has been registered with the SEC since 2002 and has experience in the financial services industry.

Firm Information

Patrick Schussman is currently registered with Aristotle Capital Management, LLC. Aristotle Capital Management, LLC is an investment advisor headquartered in Los Angeles, California. They manage a total of $43.67 billion in assets for a variety of clients, including individuals, corporations, investment companies, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and state or municipal government entities. The firm offers portfolio management services for businesses, individuals, investment companies, and pooled investment vehicles. They are also a participant in wrap fee programs.
Aristotle Capital Management, LLC

11100 SANTA MONICA BLVD

LOS ANGELES, CA 90025-0449

$43.67B

Assets Under Management

43

Total Clients

25

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.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Patrick Schussman’s Registration & Firm History

CA

07/08/2015 - Present

Aristotle Capital Management, LLC (LOS ANGELES CA)

CA

10/16/2023 - 08/29/2024

FORESIDE FINANCIAL SERVICES, LLC (Los Angeles CA)

CA

10/17/2014 - 10/24/2023

IMST DISTRIBUTORS, LLC (LOS ANGELES CA)

CA

06/01/2009 - 09/25/2014

MORGAN STANLEY (LOS ANGELES CA)

NY

01/09/2002 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

NY

08/28/1998 - 09/01/2000

CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)

Not sure if Patrick Marion Schussman is right for you?

Licenses & Designations

BOTH

Issued 09/21/1998

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/06/1998

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/26/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Patrick Marion Schussman.
Not sure if Patrick Marion Schussman is right for you?