Matthew Sussmane, financial advisor Miami FL

Matthew Sussmane

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Matthew B. Sussmane
Phone Number: 212-668-8000
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    22,727
    MILLIONS
  • Total Number of Accounts
    27,780
    ACCOUNTS
  • Average Account Value
    $818,107
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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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