Unclaimed
Scott George Sussman is a registered investment advisor representative with Jefferies Investment Advisers LLC. Scott has been in the securities industry since May 9, 1991. Scott previously worked at CITIGROUP GLOBAL MARKETS INC. and BANC OF AMERICA SECURITIES LLC. Scott holds the Series 7, Series 63, and SIE licenses. Scott specializes in providing financial planning, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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.
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.
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.
1
2
NY
05/24/2023 - Present
Jefferies Investment Advisers LLC (NEW YORK NY)
NY
11/13/2001 - 11/09/2017
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
03/06/2001 - 08/31/2001
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NY
01/02/2001 - 03/09/2001
BLUESTONE CAPITAL SECURITIES, INC. (NEW YORK NY)
NY
09/26/2000 - 10/30/2000
JOSEPHTHAL & CO., INC. (NEW YORK NY)
NY
09/16/1996 - 08/03/2000
BLAYLOCK & PARTNERS, L.P. (NEW YORK NY)
NY
11/18/1992 - 02/11/1997
NATWEST SECURITIES CORPORATION (NEW YORK NY)
NA
05/14/1990 - 11/02/1992
LIBERTY CAPITAL MARKETS, INC.
BC
Issued 09/19/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1990
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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