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Jeffrey M Sussman

Osaic Wealth, Inc.

New York, NY

Brewster, NY

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2024-10-11
NY RA APPROVED 2024-10-11
  • CT RA
    APPROVED
    Since 2024-10-11
  • NY RA
    APPROVED
    Since 2024-10-11

Branch Locations

New York, NY • United States

38 Starr Ridge Road, Brewster, NY 10509-4503 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Empire St. College Old Westbury NY 09/1975 Present
Finesco Assoc. Inc. Lincolndale NY 01/1981 Present
American Portfolios Financial Services, Inc. Brewster NY 12/2003 10/2024
Osaic Wealth, Inc. Scottsdale AZ 10/2024 Present
  • 09/1975 → Present
    Empire St. College
    Old Westbury, NY
  • 01/1981 → Present
    Finesco Assoc. Inc.
    Lincolndale, NY
  • 12/2003 → 10/2024
    American Portfolios Financial Services, Inc.
    Brewster, NY
  • 10/2024 → Present
    Osaic Wealth, Inc.
    Scottsdale, AZ
Previous Registrations
  • 2005-03-03 → 2024-10-11
    American Portfolios Advisors, Inc
    Holbrook, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-01-19
  • S66 Uniform Combined State Law Examination
    2005-01-19

View on SEC IAPD

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