ES
Edgardo J. Sussmann
AMERITAS ADVISORY SERVICES
Metairie, LA 70002
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CRD#: 1976454
ES
Professional summary
Edgardo Javier Sussmann SR, who also goes by Eddie Sussmann Sr, is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Metairie, Louisiana and AMERITAS INVESTMENT COMPANY, LLC located in Metairie, Louisiana.
Edgardo is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1989. Edgardo has worked at 4 firms and has passed the SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Eddie Sussmann Sr
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
SUSSMAN ENTERPRISES; SAME AS BRANCH; NON-INV REL; REAL ESTATE HOLDING ENTITY; PRESIDENT; START DATE=01/2010; HRS/MO=1; TRADING HRS/MO=0; PURCHASE REAL ESTATE * LEADING EDGE FINANCIAL SERVICES, LLC; SAME AS BRANCH; INV REL; FIXED INSURANCE, DISABILITY AND LONG TERM CARE INSURANCE; AGENCY MANAGER; START DATE=01/1996; HRS/MO=200; TRADING HRS/MO=200; SALES * Leading Edge Financial Solutions, LLC; same as branch; inv rel; insurance sales; President; start date=11/2014; hrs/mo=200; trading hrs/mo=0; agency manager-sales, recruiting * Name: Disability Center LLC, Role: President, Type: Insurance, Start Date: 01/01/2014, Investment Related?: No, Address: same as branch, Duties: I just own the domain and email address * Medical Personnel Pool Association Inc; same as branch; non-inv rel; market insurance to the medical market for Disability, Life and Long Term Care; President; start date=01/1997; hrs/mo=0; trading hrs/mo=0; association is dormant * Medical Personnel Pool Association Insurance Agency LLC; same as branch; LLC created to sell Disability, Life and LTC insurance; Managing General Agent; start date=01/2011; hrs/mo=0; trading hrs/mo=0; marketing and sales of Life, Disability and Long Term Care Insurance, currently inactive entity * Leading Edge Disability Center LLC; same as branch; inv rel; disability insurance sales; President; start date=02/2009; hrs/mo=1; trading hrs/mo=0; owner of LLC
CRS (Client Relationship Summary) - RIA
Click below to view Edgardo Javier Sussmann SR's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
November 1, 2021 - Present
AMERITAS ADVISORY SERVICES, LLC
Office #1: 3500 N Causeway Blvd Ste 830, Metairie, LA 70002RIA
CRD#: 317245
Metairie, LA
Current
June 30, 2006 - Present
AMERITAS INVESTMENT COMPANY, LLC
BD
CRD#: 14869
Metairie, LA
Past
August 8, 2007 - November 1, 2021
AMERITAS INVESTMENT COMPANY, LLC
RIA
CRD#: 14869
LINCOLN, NE
Past
August 6, 1996 - June 30, 2006
CARILLON INVESTMENTS, INC.
BD
CRD#: 14646
COVINGTON, LA
Past
June 26, 1995 - July 22, 1996
THE ADVISORS GROUP, INC.
BD
CRD#: 14035
BETHESDA, MD
Past
November 22, 1989 - July 6, 1995
CARILLON INVESTMENTS, INC.
BD
CRD#: 14646
CINCINNATI, OH
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AA
AMERITAS ADVISORY SERVICES, LLC
AMERITAS ADVISORY SERVICES, LLC
CRD#: 317245 / SEC#: 801-55153
RIA
Registered Investment Advisory firm - (1/13/1998 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(6/7/2019)
RR
Louisiana(6/30/2006)
IAR
Louisiana(11/1/2021)
Exams
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
AA
AMERITAS ADVISORY SERVICES, LLC
AMERITAS ADVISORY SERVICES, LLC
CRD#: 317245 / SEC#: 801-55153
RIA
Registered Investment Advisory firm - (1/13/1998 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5900 O Street, Lincoln, NE 68510
Mailing Address
Phone number
(800) 335-9858
Established
Firm type
Fiscal year end
# of Employees
560
SEC notice filing (51 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 41,501 |
| AUM (Assets Under Management) | $ 11,506,548,514 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/28/2025 | ||
| 07/23/2024 | ||
| 07/27/2023 |
Red Flags
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Company Information
AMERITAS ADVISORY SERVICES, LLC
CRD#: 317245Metairie, LA 70002TRUST BUT VERIFY
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