Brian SuozziCRD Number: 1274605
Current Firm: Wells Fargo Advisors, LLC
Brian Suozzi (CRD# 1274605) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Old Greenwich, CT and has over 33 years of experience in the finance industry.
Altium Wealth Management LLC
Karagosian Financial Services, Inc.
Ubs Financial Services Inc.
|Wells Fargo Advisors LLC||Greenwich, CT||May 2009 - Current||8|
|Wachovia Securities, LLC||Old Greenwitch, CT||Sep 2008 - May 2009||< 1|
|Ubs Financial Services Inc.||Greenwich, CT||Mar 2001 - Sep 2008||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1984|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)