Suzanne DefeliceCRD 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.
Northstar Financial Planners, Inc.
|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|
Total Assets Under Management2MILLIONS
Total Number of Accounts14ACCOUNTS
Average Account Value$175,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
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