Suzanne Nitzberg (CRD# 1173209) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Roslyn, NY and has over 39 years of experience in the finance industry. Suzanne Nitzberg has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2708116
Park Avenue Securities LLC
CRD# 4632189
Sarsi, LLC
CRD# 1483428
Abbington Investment Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Shn Capital Strategy LLC | Hauppauge, NY | Aug 2022 - Current | 1 |
| Allstate Insurance Co | Hauppauge, NY | Sep 2014 - Current | 9 |
| Santander Bank Na | Garden City, NY | Jan 2014 - Sep 2014 | < 1 |
| Santander Securities LLC | Guaynabo, PR | Jan 2014 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1984 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2002 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NY
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Total Assets Under Management62MILLIONS
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Total Number of Accounts189ACCOUNTS
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Average Account Value$328,756
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