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Leonard Suskind

Rockefeller Capital Management
43 Years of Experience
Fort Lauderdale, FL
5 DisclosuresBroker
View SEC Summary
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Leonard Suskind is a registered investment advisor at Rockefeller Capital Management, based in Fort Lauderdale, FL, with 43 years of industry experience. Leonard is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 50,292 clients with $100B in assets under management.

Rockefeller Capital Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1037 advisors
Number of Clients
50,292 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$99.6B

Fee Structure

Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Non-discretionary investment advisory and consulting fees are negotiable and max out at 2% of assets under management. Retirement plan services charge up to 1.25% with a $5,000 minimum annual fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

515 E Las Olas Blvd, Suite 1650, Fort Lauderdale, FL, 33301

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History

Regulatory History (5)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2025
Denied
Customer Dispute
July 2016
Settled
Customer Dispute
January 2002
Denied
Customer Dispute
July 1992
Settled
Customer Dispute
July 1991
Award / Judgment
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Leonard is a board member for Venture for America, assisting start-up companies in impoverished areas since 2016. He is also a board member for The David Poznak Jewish Community Center since 2019, and a managing member of L&L Suskind LLC for personal investments since 2024.

Employment History
Current Registrations
Rockefeller Capital Management
June 2025 - Present · 1 yr 4 mos
Rockefeller Capital Management
June 2025 - Present · 1 yr 4 mos
Rockefeller Financial LLCBroker
June 2025 - Present · 1 yr 4 mos
Previous Registrations
UBS Financial Services INC.
February 2013 - July 2025 · 12 yrs 5 mos
UBS Financial Services INC.Broker
February 2013 - July 2025 · 12 yrs 5 mos
Morgan Stanley
June 2009 - March 2013 · 3 yrs 9 mos
Morgan StanleyBroker
June 2009 - March 2013 · 3 yrs 9 mos
Citigroup Global Markets INC.
July 1993 - June 2009 · 15 yrs 11 mos
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
July 1983 - July 1993 · 10 yrs
State Registrations24 states
CACOCTDCFLGAHIILKYMAMDMNMSNCNJNVNYPARISCTXUTVAVT
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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