Suzanne Defelice, financial advisor Aventura FL
90 score

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 Aventura, FL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Brickell Financial Group LLC Aventura, FL Jan 2017 - Current 1
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
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
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: (786) 716-7600
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Educational seminars/workshops
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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