Edgardo
Sussmann

Ameritas Advisory Services, LLC

CRD#1976454
Investment Advisor
in Metairie, LA

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About this Advisor

Edgardo Sussmann is a financial advisor operating out of Metairie, Louisiana who has 2 years of industry experience. Sussmann is currently employed by Ameritas Advisory Services, LLC. Their career trajectory has included roles at Ameritas Investment Corp, Ameritas Life Insurance Corp, Ameritas Life Insurance Corp Of New York, Leading Edge Financial Services, LLC, Leading Edge Financial Solutions, LLC, Ameritas Advisory Services, LLC and Leading Edge Disability Center LLC. Sussmann is approved to operate in Louisiana. Ameritas Advisory Services, LLC is a financial advisory company based in Lincoln, NE. It has offices in 248 locations and a total of 592 advisors. It administers $9 billion in total assets among its 35,218 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm serves 38 charities and foundations. Of its 35,218 client accounts, just 2% are held by high-net-worth investors who have at least $1 million in assets. The firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fee schedules are based on which service is offered. However, fees charged by Ameritas Advisory Services, LLC can consist of any blend of asset-based, hourly, fixed and other fees.

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

3221 Lake Trail Dr
Metairie, LA 70003

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Ameritas Advisory Services, LLC Brokerage Details

Total Assets Under Management

$8,534,798,484

LA Average: $1,978,216,465
Total Number of Employees

592

LA Average: 226
Total Number of Accounts

35,218

LA Average: 7,467
Average Account Size

$242,342

LA Average: $264,928

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Edgardo Sussmann Work History

Edgardo has been registered as a financial advisor for 2 years.*

2023 - Present (1 year)

Leading Edge Disability Center LLC

2021 - Present (3 years)

Ameritas Advisory Services, LLC

2014 - Present (10 years)

Leading Edge Financial Solutions, LLC

2010 - Present (14 years)

Ameritas Life Insurance Corp Of New York

2006 - Present (18 years)

Ameritas Investment Corp

2006 - Present (18 years)

Ameritas Life Insurance Corp

1996 - Present (28 years)

Leading Edge Financial Services, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Edgardo Sussmann 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 Ameritas Advisory Services, LLC

Elizabeth Fowlks
Sudbury, MA
Louay Elhadj
Placerville, CA
Patrick Kim
Los Angeles, CA
Jaclyn Bautista
Tampa, FL
Christopher Riel
San Ramon, CA
Daniel Billings
Greensboro, NC
Amanda Ross
Appleton, WI
Craig Hausz
Dallas, TX

The content in this profile was updated by SmartAsset on 4/16/2023. 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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