Unclaimed Profile

Robert Allen Sussman

CHARLES PRATT & COMPANY, L.L.C.·NEW YORK, New York

CHARLES PRATT & COMPANY, L.L.C.

355 LEXINGTON AVENUE, NEW YORK, NY 10017-6603CRD# 5512867Firm CRD# 104864

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert Allen Sussman · NEW YORK, NY

Registration

CRD #5512867 · CHARLES PRATT & COMPANY, L.L.C.

Brand Profile

Not yet started

Disclosure history

3 disclosures on file · See FINRA BrokerCheck for full record

About

Robert Allen Sussman is a registered financial advisor based in NEW YORK, New York, affiliated with CHARLES PRATT & COMPANY, L.L.C.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

CHARLES PRATT & COMPANY, L.L.C.

AUM

$778M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CHARLES PRATT & COMPANY, L.L.C. →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 5512867

Firm CRD# 104864

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Robert Allen Sussman offer?

Robert Allen Sussman specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in NEW YORK, New York for a consultation.

What are Robert Allen Sussman's credentials?

Robert Allen Sussman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Allen Sussman located?

Robert Allen Sussman is based in NEW YORK, New York, working with CHARLES PRATT & COMPANY, L.L.C.. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.

How does Robert Allen Sussman charge for services?

Robert Allen Sussman's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CHARLES PRATT & COMPANY, L.L.C.?

CHARLES PRATT & COMPANY, L.L.C. has approximately 9 employees and manages $778M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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