Matthew Sussman
Matthew Sussman is a registered investment advisor at Cetera Investment Advisers LLC, based in Fort Lauderdale, FL, with 11 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
110 E. Broward Blvd #1723, Fort Lauderdale, FL, 33301
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Matthew is the owner and president of MLS Wealth Management, dedicating about a quarter of his time to meeting with clients and trading in their accounts. He also works as an insurance agent selling life insurance and annuities, spending about 10-20% of his time on this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Putnam Retail Management Limited PartnershipBroker
State Registrations21 states
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