Suzanne Defelice, financial advisor Miami FL

Suzanne Defelice

CRD Number: 6151126
Current Firm: Brickell Financial Group LLC

Suzanne Defelice (CRD# 6151126) is an Investment Advisor Representative working at Brickell Financial Group LLC in Miami, FL and has over 10 years of experience in the finance industry.

Similar Advisors
Mario Yngerto, financial advisor Miami FL
Mario Yngerto
CRD# 1612984
Genesis Wealth Management, Inc.
Similar Advisors
Hans Abate, financial advisor Miami FL
Hans A. Abate
CRD# 4563511
Efg Asset Management (americas) Corp.
Similar Advisors
Denise Abi-Fadel, financial advisor Miami FL
Denise M. Abi-Fadel
CRD# 4396600
Mml Investors Services, LLC
Company Name Location Dates Years
Brickell Financial Group LLC Aventura, FL Jan 2017 - Current 7
Bank Of America, N.a. Pinecrest, FL May 2015 - Jan 2017 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Pinecrest, FL May 2015 - Jan 2017 1
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - May 2015 < 1
Morgan Stanley Boston, MA Dec 2013 - May 2015 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: 305-602-2402
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    13
    MILLIONS
  • Total Number of Accounts
    64
    ACCOUNTS
  • Average Account Value
    $209,375
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

FL

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

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 derived from SEC.gov data covering 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.

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.