Brian
Suskevich
Dakota Wealth, LLC
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About this Advisor
Brian Suskevich is a financial advisor working out of Palm Beach Gardens, Florida, who has 1 year of relevant experience. Suskevich is an employee of Dakota Wealth, LLC. Over the course of their career, Suskevich has held roles at Loveless Wealth Management, LLC, Loveless Wealth Management LLC and Dakota Wealth, LLC. Suskevich holds a Series 65 license, qualifying them as an investment advisor representative, and is approved to work in Montana and Texas. Dakota Wealth, LLC is a registered investment business that has its headquarters in Palm Beach Gardens, FL. The investment advisory business has offices in 15 locations and a total of 57 advisors. It oversees $3 billion in assets across its 4,748 accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm serves nine charities and foundations. Of its 4,748 client accounts, 28% are associated with high-net-worth investors who have greater than $1 million in investable assets. The business offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers and other services. A financial advisor's fee schedules are based on the financial services. However, fee types billed by Dakota Wealth, LLC likely include any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Dakota Wealth, LLC Brokerage Details
$2,548,153,882
57
4,748
$536,679
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Other
Brian Suskevich Work History
Brian has been registered as a financial advisor for 1 years.*
Dakota Wealth, LLC
Loveless Wealth Management LLC
Loveless Wealth Management, 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 Brian Suskevich 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 Dakota Wealth, LLC
Palm Beach Gardens, FL
Palm Beach Gardens, FL
Richmond, VA
Palm Beach Gardens, FL
Palm Beach Gardens, FL
Akron, OH
Palm Beach Gardens, FL
Palm Beach Gardens, FL
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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