Phoenix
Suskin

Kestra Advisory Services, LLC

CRD#7055709
Investment Advisor
in South Burlington, VT

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About this Advisor

Phoenix Suskin is a financial advisor operating out of South Burlington, Vermont with a total of 3 years of relevant experience. Suskin is on the advisory team at Kestra Advisory Services, LLC. Throughout their career, Suskin has worked at Fitness Options, Body Resolution, Fleischer Jacobs Group, Kestra Advisory Services, LLC and Kestra Investment Services, LLC. Suskin maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in Vermont. Kestra Advisory Services, LLC is an advisory firm that has its headquarters in Austin, TX. The investment advisory business has offices in 544 locations and a total of 1,311 people on staff. It has $42 billion in assets under management between its 140,407 accounts, placing it among the largest firms in the nation by assets under management. The firm advises 132 charities and foundations. Of its 140,407 customer accounts, 17% are held by high-net-worth clients who have at least $1 million in assets. Kestra Advisory Services, LLC provides a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advice largely depend on which services the firm provides the client. Fee types charged by Kestra Advisory Services, LLC most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

3 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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

620 Hinesburg Rd. Suite 200
South Burlington, VT 05403

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Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management

$41,795,124,579

VT Average: $3,042,739,679
Total Number of Employees

1,311

VT Average: 49
Total Number of Accounts

140,407

VT Average: 2,315
Average Account Size

$297,671

VT Average: $1,314,358

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

Phoenix Suskin Work History

Phoenix has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Kestra Advisory Services, LLC

2018 - Present (6 years)

Fleischer Jacobs Group

2018 - Present (6 years)

Kestra Investment Services, LLC

2017 - 2018 (1 year)

Fitness Options

2014 - 2017 (3 years)

Body Resolution

2005 - 2014 (9 years)

Fitness Options

*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 Phoenix Suskin 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 Kestra Advisory Services, LLC

Paisley Jones
Austin, TX
Sarah Schnitzer
Austin, TX
Jennifer Nelson
Austin, TX
Eric Crawford
Austin, TX
Michael Csedrik
Paramus, NJ
Daniel Schwamb
Austin, TX
Charles Campbell
Charlotte, NC
Holly Lovell
Cushing, 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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