MS
CFP
MS
CFP

Matthew Suszan

13 Years of Experience
Birmingham, MI
Broker

Matthew Suszan is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Birmingham, MI, with 13 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

199 W. Brown Street, Suite 250, Birmingham, MI, 48009

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Matthew is an independent contractor for Mark Suszan Inc and owner of Matthew Suszan Inc, both support companies. He spends minimal time on these activities.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2013 - Present · 13 yrs 8 mos
Raymond James Financial Services, INC.
May 2012 - Present · 14 yrs 4 mos
Raymond James Financial Services, INC.Broker
May 2012 - Present · 14 yrs 4 mos
State Registrations18 states
AZCACOFLGAMAMDMIMONCNJNVNYOHORSCTNVA
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.