Joshua Sucov

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 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 → 06/2022
  Merrill Lynch
  Garden City, NY
• 09/2013 → 05/2017
  Joshua Sucov (Self-Employed)
  Roslyn Heights, NY
• 10/2017 → 06/2022
  Bank Of America Na
  Garden City, NY
• 06/2022 → Present
  Edward Jones
  St Louis, MO

Previous Registrations

• 2017-08-25 → 2022-06-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Garden City, NY

Other Businesses

"Joshua H Sucov PSP&T Type: Keogh Plan Date: 06/01/98 Title: Trustee Trad Hrs: 0 Tot Hrs: 1 Desc: Invest for my qualified account City-State: Monsey NY" * "Mildred Sucov Family Trust Type of business: Trust Chestnut Ridge, NY Start date: 5/17/2018 Trustee Hours per week: 1 Hours during trading: 0 Administer the trust" "Leonard Leibowitz Family Trust Type of business: Trust Chestnut Ridge, NY Start date: 5/17/2018 Trust Hours per week: 1 Hours during trading: 0 Administer the trust"

Exams

• S66 Uniform Combined State Law Examination
  2017-08-24
• S63 Uniform Securities Agent State Law Examination
  1987-10-01

Designations

• Certified Financial Planner

Other Names

• Joshua H Sucov
• Joshua Sucov
• Joshua Hyman Sucov