Erik
Sussman

The Institute Of Financial Wellness, LLC

CRD#2549334
Investment Advisor
in Fort Lauderdale, FL

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About this Advisor

Erik Sussman is a financial advisor based in Fort Lauderdale, Florida, working with The Institute Of Financial Wellness, LLC. Erik has previously held positions at Massmutual Life Insurance Company, Mml Investors Services LLC, and The Institute Of Financial Wellness, LLC. Erik has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Erik is part of The Institute Of Financial Wellness, LLC, which operates out of Fort Lauderdale, Florida. The firm has 9 employees and offers services including the selection of other advisers and educational seminars. The fee structure at The Institute Of Financial Wellness, LLC includes fixed and other fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Selection of other advisers, Educational seminars/workshops

Fee Structure

Fixed Fees, Others

Office Location

1400 Ne 4Th Avenue
Fort Lauderdale, FL 33304

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The Institute Of Financial Wellness, LLC Brokerage Details

Total Number of Employees

9

FL Average: 62

Investment Advisory Services

  • Selection of other advisers
  • Educational seminars/workshops

Erik Sussman Work History

2018 - Present (6 years)

The Institute Of Financial Wellness, LLC

2012 - 2020 (8 years)

Massmutual Life Insurance Company

2012 - 2020 (8 years)

Mml Investors Services LLC

Disclosures

Please visit the SEC profile of Erik Sussman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at The Institute Of Financial Wellness, LLC

Erik Sussman
Fort Lauderdale, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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