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Scott George Sussman

Jefferies Investment Advisers LLC

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About Scott George Sussman

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.

Firm Information

Scott Sussman is currently registered with Jefferies Investment Advisers LLC. Jefferies Investment Advisers LLC is an investment advisor registered with the SEC and based in NEW YORK, NY. The firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. They manage a total of $3,100,468,310 in regulatory assets under management, serving a variety of clients including corporations or other businesses, individuals other than high-net-worth, and pension and profit-sharing plans.
Jefferies Investment Advisers LLC

520 MADISON AVENUE

NEW YORK, NY 10022

$3.10B

Assets Under Management

Not reported

Total Clients

113

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

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

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percentage of assets

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

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Scott Sussman’s Registration & Firm History

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.

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

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

Disclosures

There are no public disclosures for Scott George Sussman.
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