Yaakov Sussman, financial advisor Lakewood NJ
93 score

Yaakov Sussman

CRD Number: 6107866
Current Firm: Mml Investors Services, LLC

Yaakov Sussman (CRD# 6107866) is an Investment Advisor Representative working at Mml Investors Services, LLC in Lakewood, NJ and has over 3 years of experience in the finance industry. Yaakov Sussman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Mml Investors Services Brooklyn, NY Mar 2014 - Current 2
Mass Mutual Life Insurance Company Brooklyn, NY Jan 2014 - Current 2
Bolton Global Asset Management Bolton, MA Feb 2013 - Feb 2014 1
Bolton Global Capital Inc., Bolton, MA Oct 2012 - Feb 2014 1
Geneva Financial Group Jackson, NJ Oct 2012 - Jan 2014 1
Bmg Lakewood, NJ Oct 2000 - Jun 2012 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2013
Contact Info for Yaakov Sussman
Phone Number: (413)737-8400
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    666
    MILLIONS
  • Total Number of Accounts
    3,874
    ACCOUNTS
  • Average Account Value
    $171,955
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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