Suzanne Defelice, financial advisor Miami FL
90 score

Suzanne Defelice

CRD Number: 6151126
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Suzanne Defelice (CRD# 6151126) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Miami, FL and has over 3 years of experience in the finance industry.

Similar Advisors
Allen Giese, financial advisor Miami FL
Allen P. Giese
CRD# 2145424
Northstar Financial Planners, Inc.
Score
105
Similar Advisors
Justin Blews, financial advisor Miami FL
Justin Blews
CRD# 4223891
Morgan Stanley
Score
103
Similar Advisors
Jonathan Cameron, financial advisor Miami FL
Jonathan G. Cameron
CRD# 5301972
Camerondowning, LLC
Score
103
Company Name Location Dates Years
Bank Of America, N.a. Pinecrest, FL May 2015 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Pinecrest, FL May 2015 - Current 1
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - May 2015 < 1
Morgan Stanley Boston, MA Dec 2013 - May 2015 1
Guess Peabody, MA Oct 2012 - Dec 2013 1
Axa Advisors, LLC New York, NY Mar 2013 - Nov 2013 < 1
Unemployed South Hamilton, MA May 2012 - Oct 2012 < 1
Kogod Center For Career Development , American University Washington, DC Sep 2011 - May 2012 < 1
American University Washington, DC Aug 2008 - May 2012 3
Hollister & Co Peabody, MA May 2010 - Jan 2012 1
Victoria's Secret Peabody, MA May 2010 - Nov 2010 < 1
J. Crew Peabody, MA Jun 2008 - Aug 2008 < 1
Hamilton High School South Hamilton, MA Aug 2004 - Aug 2008 4
Cvs South Hamilton, MA Jun 2006 - Aug 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2013
S66 NASAA Uniform Combined State Law Examination Jan 2014
Contact Info for Suzanne C. Defelice
Phone Number: 800-637-7455
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Other
Types of Clients
Registered States

AK, AL, AR, 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.