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Leonard Suskind

42 Years of Experience
Fort Lauderdale, FL
5 DisclosuresBroker

Leonard Suskind is a registered investment advisor at Rockefeller Capital Management, based in Fort Lauderdale, FL, with 42 years of industry experience. Leonard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 5,636 clients with $33B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
338 advisors
Number of Clients
5,636 clients
Average Client Portfolio
$5.8M average
Assets Under Management
$32.6B

Fee Structure

Investment management only (planning not offered)

RAM's fees for separately managed accounts typically range from 0.50% to 1.5% annually for equity strategies and from 0.10% to 0.75% annually for fixed income strategies, depending on the investment strategy and the amount invested. Some fixed income strategies are available at no fee to private wealth clients through a wrap fee program. The standard fee for the Long/Short Equity Strategy is 1.5% annually plus a 20% performance fee. The standard fee for the FinTech Venture Capital strategy is 2.0% annually plus a 20% carried interest. The standard fee for its Growth Equity strategy is a 2.0% annual investment advisory fee (with the fee rate stepping down after the investment period) and a 20% carried interest, subject to a preferred return.

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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
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 · 11 mos
Rockefeller Capital Management
June 2025 - Present · 11 mos
Rockefeller Financial LLCBroker
June 2025 - Present · 11 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.
Leonard Suskind - Financial Advisor | TrueAdvisor