Matthew SussmaneCRD Number: 6556346
Current Firm: Oppenheimer & Company Inc.
Matthew Sussmane (CRD# 6556346) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Miami, FL and has over 3 years of experience in the finance industry.
Genesis Wealth Management, Inc.
Efg Asset Management (americas) Corp.
Mml Investors Services, LLC
|Oppenheimer & Company Inc..||Miami, FL||Aug 2021 - Current||< 1|
|Unemployed||Miami, FL||Jul 2021 - Aug 2021||< 1|
|Wells Fargo Clearing Services, LLC||Miami, FL||Nov 2016 - Jul 2021||4|
|Wells Fargo Advisors, LLC||Miami, FL||Sep 2015 - Nov 2016||1|
|Unemployed||Miami, FL||May 2015 - Aug 2015||< 1|
|University Of Miami||Coral Gables, FL||Jan 2012 - May 2015||3|
|University Of Delaware||Wilmington, DE||Aug 2011 - Jan 2012||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2018|
Total Assets Under Management22,727MILLIONS
Total Number of Accounts27,780ACCOUNTS
Average Account Value$818,107
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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