Phoenix E Suskin

Employer firm

Kestra Advisory Services, LLC CRD 283330

$79.8B regulatory AUM 6,392 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2017 → 10/2018
  Fitness Options
  South Burlington, VT
• 01/2014 → 05/2017
  Body Resolution
  South Burlington, VT
• 10/2018 → Present
  Fleischer Jacobs Group
  South Burlington, VT
• 11/2020 → Present
  Kestra Advisory Services, Llc
  South Burlington, VT
• 10/2018 → Present
  Kestra Investment Services, Llc
  South Burlington, VT

Other Businesses

Business Name: Phoenix Suskin, Terry Suskin Investment Related: No Address: 131 Main St. Burlington VT 05401 Nature of Business: Real Estate Position, Title or Relationship: I am co-owner Start Date: 4/1/2016 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: NoneBusiness Name: NFP Investment Related: Yes Address: 620 Hinesburg Rd. South Burlington VT 05403 Nature of Business: Registered Field Assistant; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Start Date: 10/22/2018 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Oversee retirement plans and individual investors

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-11-16
• S63 Uniform Securities Agent State Law Examination
  2019-11-16

Other Names

• Phoenix Gassaway