Moshe Sussman (CRD# 7316427) is an Investment Advisor Representative working at Fortune Capital Management LLC in Lakewood, NJ and has over 3 years of experience in the finance industry.
CRD# 2083423
Main Street Financial Solutions, LLC
CRD# 4874990
Prudential Financial Planning Services
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Fortune Capital Management LLC | Lakewood, NJ | Nov 2020 - Current | 3 |
Fortune Capital Management | Lakewood, NJ | Jan 2019 - Current | 5 |
Na | Lakewood, NJ | Feb 2018 - Dec 2018 | < 1 |
Student | Lakewood, NJ | Nov 2010 - Feb 2018 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Aug 2020 |
- NJ
-
Total Assets Under Management3MILLIONS
-
Total Number of Accounts15ACCOUNTS
-
Average Account Value$180,563
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
NJ
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