Leonard Jay Suskind

Employer firm

Rockefeller Capital Management CRD 294197

$36.8B regulatory AUM 423 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 02/2013 → 06/2025
  Ubs Financial Services Inc
  Aventura, FL
• 06/2025 → Present
  Rockefeller Financial Llc
  Fort Lauderdale, FL
• 06/2025 → Present
  Rockefeller Capital Management
  Fort Lauderdale, FL

Previous Registrations

• 2013-02-28 → 2025-07-23
  Ubs Financial Services Inc.
  Hallandale Beach, FL
  Fort Lauderdale, FL
• 2009-06-01 → 2013-03-11
  Morgan Stanley
  Aventura, FL
• 1993-07-31 → 2009-06-01
  Citigroup Global Markets Inc.
  Aventura, FL
  Hallandale, FL
  Hallandale, FL

Other Businesses

The David Poznak Jewish Community Center United States / 5850 Pine Island Road FL / dpjcc.org/ Charity / Charity / Member of Board of directors / Start Date 7/9/2019 No No / L&L Suskind LLC, Fort Lauderdale Fl United States-33301, Personal LLC, For personal investments, Managing Member, Consider personal investments, start date-5/14/2024

Exams

• S63 Uniform Securities Agent State Law Examination
  1984-11-09

Other Names

• Leonard Jay Suskind
• Leonard Jay Suskind