Brian Sukay
Brian Sukay is a registered investment advisor at Wells Fargo Advisors, based in Islamorada, FL, with 37 years of industry experience. Brian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Islamorada, FL
Get directionsHistory
Regulatory History (5)
Customer Dispute
October 2010Customer Dispute
June 2010Customer Dispute
October 2009Customer Dispute
March 2004Customer Dispute
April 2003Other Business Activities
Brian owns rental property and a vacant lot with his spouse, dedicating minimal time to each. He also has ownership stakes in Highlands Wealth Management LLC (full-time commitment) and Brian R. Sukay LLC (minimal time).
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
The Codrick Financial Group, INC.Broker
State Registrations29 states
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
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