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Stephen J. Sussman

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CRD#: 2181860
SS

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Stephen Jeffrey Sussman, who also goes by Stephen J Sussman, was a registered financial professional .

Stephen is a previously registered financial professional and started their career in finance in 1992. Stephen had worked at 69 firms and has passed the Series 63, SIE, Series 7, Series 24 and Series 27 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Stephen J Sussman

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

May 22, 2018 - January 11, 2019

CAMMACK LARHETTE BROKERAGE, INC.

BD
CRD#: 109906
NEW YORK, NY
Past

March 21, 2017 - January 11, 2019

MIT ASSOCIATES, LLC

BD
CRD#: 121171
TIBURON, CA
Past

July 11, 2016 - January 11, 2019

SILVERWOOD PARTNERS

BD
CRD#: 115589
SHERBORN, MA
Past

July 2, 2015 - February 15, 2019

MFA SECURITIES, LLC

BD
CRD#: 173273
Tewksbury, MA
Past

February 3, 2015 - May 17, 2016

KITTERY POINT CAPITAL, LLC

BD
CRD#: 166758
PORTLAND, ME
Past

May 29, 2014 - January 11, 2019

NORTH BRIDGE CAPITAL, LLC

BD
CRD#: 107320
VERO BEACH, FL
Past

November 27, 2013 - September 4, 2014

CPIM SECURITIES LLC

BD
CRD#: 141295
CONCORD, MA
Past

February 17, 2012 - March 1, 2019

PRONET FINANCIAL PARTNERS LLC

BD
CRD#: 154601
LONDONDERRY, NH
Past

February 15, 2011 - December 23, 2015

STONEPINE ADVISORS, LLC

BD
CRD#: 154217
ENGLEWOOD, CO
Past

February 8, 2011 - January 11, 2019

MORGAN CREEK CAPITAL DISTRIBUTORS, LLC

BD
CRD#: 154377
CHAPEL HILL, NC
Past

January 21, 2011 - December 22, 2015

CHART GROUP ADVISORS, LLC

BD
CRD#: 118814
NEW YORK, NY
Past

October 12, 2010 - June 15, 2015

PEX GLOBAL INC.

BD
CRD#: 153131
NEW YORK, NY
Past

May 13, 2010 - January 29, 2016

HODES WEILL SECURITIES, LLC

BD
CRD#: 131848
NEW YORK, NY
Past

May 4, 2010 - December 8, 2015

SPEARHEAD CAPITAL, LLC

BD
CRD#: 145560
WELLINGTON, FL
Past

July 16, 2009 - October 2, 2009

VENTOUX SECURITIES, LLC

BD
CRD#: 149298
GARDNERVILLE, NV
Past

July 16, 2009 - January 11, 2019

PTP SECURITIES, LLC

BD
CRD#: 136832
CANTON, CT
Past

June 8, 2009 - January 23, 2013

FOCUSPOINT PRIVATE CAPITAL GROUP

BD
CRD#: 122341
NEW YORK, NY
Past

August 22, 2008 - January 11, 2019

CRONUS PARTNERS LLC

BD
CRD#: 133392
SOUTHPORT, CT
Past

June 6, 2008 - January 11, 2019

DAVINCI CAPITAL MANAGEMENT, INC.

BD
CRD#: 46897
CAMBRIDGE, MA
Past

June 5, 2008 - October 29, 2013

CPIM SECURITIES LLC

BD
CRD#: 141295
CONCORD, MA
Past

June 5, 2008 - January 11, 2019

SFI INTERNATIONAL, LLC

BD
CRD#: 145510
BOCA RATON, FL
Past

June 5, 2008 - January 11, 2019

P G BOOLE, LLC

BD
CRD#: 137920
SHERBORN, MA
Past

June 4, 2008 - December 31, 2008

SYMMETRY PARTNERS LLC

BD
CRD#: 141169
BOSTON, MA
Past

June 4, 2008 - March 4, 2010

SURGE TRADING INC.

BD
CRD#: 126963
NEW YORK, NY
Past

June 4, 2008 - December 15, 2014

ANNASCAUL ADVISORS LLC

BD
CRD#: 124349
STAMFORD, CT
Past

June 3, 2008 - January 16, 2014

OEM CAPITAL CORP.

BD
CRD#: 145738
SOUTHPORT, CT
Past

February 25, 2008 - December 31, 2010

AFFINA BROKERAGE SERVICES, LLC

BD
CRD#: 20943
RYE, NY
Past

January 2, 2008 - May 2, 2013

COVERT & CO., LLC

BD
CRD#: 144915
MANHATTAN BEACH, CA
Past

December 12, 2007 - October 31, 2008

POTOMAC SECURITIES, LLC

BD
CRD#: 144443
MCLEAN, VA
Past

August 15, 2007 - April 20, 2012

JUNIPER CAPITAL GROUP, LLC

BD
CRD#: 122952
NEW YORK, NY
Past

May 15, 2007 - February 6, 2017

MIT ASSOCIATES, LLC

BD
CRD#: 121171
TIBURON, CA
Past

April 12, 2007 - December 11, 2009

DOMINARI SECURITIES LLC

BD
CRD#: 18975
NEW YORK, NY
Past

March 13, 2007 - July 16, 2007

WHARTON EQUITY CORPORATION

BD
CRD#: 10170
WAYNE, PA
Past

June 2, 2006 - September 12, 2013

SIGNATURE CAPITAL SECURITIES LLC

BD
CRD#: 43557
PORTLAND, ME
Past

January 12, 2006 - January 23, 2009

FEDERAL STREET CAPITAL

BD
CRD#: 7721
WAKEFIELD, MA
Past

December 1, 2005 - June 15, 2009

SEQUENCE FINANCIAL SPECIALISTS LLC

BD
CRD#: 132915
FLORENCE, SC
Past

October 18, 2005 - October 19, 2005

ASCENTAGE ADVISORS, LLC

BD
CRD#: 135446
PORTSMOUTH, NH
Past

April 19, 2005 - November 6, 2006

NORTH POINT MERGERS AND ACQUISITIONS, INC.

BD
CRD#: 133300
SAN FRANCISCO, CA
Past

February 9, 2005 - March 19, 2008

HARMON & CO. LLC

BD
CRD#: 132649
NEW YORK, NY
Past

February 9, 2005 - November 3, 2009

ENVOY SECURITIES, LLC

BD
CRD#: 132719
COLORADO SPRINGS, CO
Past

November 3, 2004 - November 16, 2018

CHARLES RIVER BROKERAGE, LLC

BD
CRD#: 132267
BURLINGTON, MA
Past

October 26, 2004 - March 13, 2006

PINNACLE FINANCIAL GROUP, LLC

BD
CRD#: 131674
ORLANDO, FL
Past

May 18, 2004 - April 30, 2008

MIDDLEBURY SECURITIES LLC

BD
CRD#: 122602
WEYBRIDGE, VT
Past

May 10, 2004 - May 18, 2006

CHART GROUP ADVISORS, LLC

BD
CRD#: 118814
NEW YORK, NY
Past

April 28, 2004 - January 11, 2019

ARETE RESEARCH LLC

BD
CRD#: 128496
DALLAS, TX
Past

December 10, 2003 - March 23, 2012

SUMMER STREET RESEARCH PARTNERS

BD
CRD#: 127142
BOSTON, MA
Past

November 6, 2003 - July 12, 2005

SUMMIT GROUP ADVISORS LLC

BD
CRD#: 127225
MADISON, NJ
Past

October 10, 2003 - December 31, 2008

TELECOM REGULATORY SOURCE ASSOCIATES, LLC

BD
CRD#: 128119
CAMBRIDGE, MA
Past

March 31, 2003 - March 1, 2004

OLD SLIP CAPITAL MANAGEMENT, INC.

BD
CRD#: 7360
NEW YORK, NY
Past

December 19, 2002 - January 5, 2009

BUTLER CAPITAL PARTNERS

BD
CRD#: 114242
OYSTER BAY, NY
Past

November 27, 2002 - October 17, 2003

VERAVEST INVESTMENTS, INC.

BD
CRD#: 3960
WORCESTER, MA
Past

November 8, 2002 - December 5, 2007

TECHCAP ADVISORS, INC.

BD
CRD#: 120517
SOMERVILLE, MA
Past

October 3, 2002 - April 1, 2004

RAYMOND JAMES INSURANCE GROUP, INC.

BD
CRD#: 121221
ST. PETERSBURG, FL
Past

July 26, 2002 - November 30, 2006

HILL STREET CAPITAL LLC

BD
CRD#: 120322
NEW YORK, NY
Past

February 7, 2002 - May 28, 2002

WESTROCK ADVISORS, INC.

BD
CRD#: 114338
NEW YORK, NY
Past

November 8, 2001 - December 31, 2008

REVOLUTION PARTNERS, LLC

BD
CRD#: 112659
BOSTON, MA
Past

November 6, 2001 - October 7, 2002

ROCKPORT VENTURE SECURITIES, LLC

BD
CRD#: 113748
SPRING LAKE, NJ
Past

August 30, 2001 - July 9, 2002

ABSOLUTE RETURN ADVISORS, LTD.

BD
CRD#: 42938
MANCHESTER CENTER, VT
Past

July 25, 2001 - March 2, 2004

HARBOR FUNDS DISTRIBUTORS, INC.

BD
CRD#: 113506
CHICAGO, IL
Past

April 24, 2001 - February 12, 2003

DAVINCI CAPITAL MANAGEMENT, INC.

BD
CRD#: 46897
CAMBRIDGE, MA
Past

April 16, 2001 - April 18, 2002

MERCHANTBANC SECURITIES, LLC

BD
CRD#: 104473
MANCHESTER, NH
Past

January 23, 2001 - February 4, 2003

SRS SECURITIES LLC

BD
CRD#: 104254
NEW YORK, NY
Past

August 7, 2000 - January 7, 2009

NORFOLK MARKETS, LLC

BD
CRD#: 103797
NEW YORK, NY
Past

May 30, 2000 - October 26, 2001

VISIBLE MARKETS, INC.

BD
CRD#: 103842
BOSTON, MA
Past

October 15, 1999 - January 12, 2001

LANDAUER SECURITIES, INC.

BD
CRD#: 44903
BOSTON, MA
Past

September 17, 1999 - February 27, 2001

AFFINA BROKERAGE SERVICES, LLC

BD
CRD#: 20943
RYE, NY
Past

June 17, 1999 - May 21, 2001

WORLDXT LLC

BD
CRD#: 46112
JERSEY CITY, NJ
Past

July 22, 1998 - April 18, 2001

BEESON GREGORY INTERNATIONAL, LLC

BD
CRD#: 44886
BOSTON, MA
Past

July 2, 1998 - August 22, 2000

MPM CAPITAL ADVISORS LLC

BD
CRD#: 44345
CAMBRIDGE, MA
Past

January 31, 1997 - May 7, 2008

CODA MARKETS, INC.

BD
CRD#: 36187
WILMETTE, IL
Past

October 15, 1996 - April 24, 1998

AGES FINANCIAL SERVICES, LTD.

BD
CRD#: 15427
READING, MA
Past

April 7, 1993 - October 1, 1996

PACVEST ASSOCIATES, INC.

BD
CRD#: 29583
WOODSTOCK, CT
Past

December 23, 1992 - March 9, 1994

FIRST COMMONWEALTH SECURITIES CORPORATION

BD
CRD#: 20854
ATLANTA, GA
Past

February 5, 1992 - April 16, 1992

J. PEARCE SECURITIES, INC.

BD
CRD#: 29206

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 1/16/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


CL
CAMMACK LARHETTE BROKERAGE, INC.
CAMMACK LARHETTE BROKERAGE, INC. | LARHETTE MANIN BENEFITS SERVICE GROUP, INC.

CRD#: 109906 / SEC#: , 8-53117

BD
Terminated by SEC on 10/11/2021
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Contact information


Main Address
Mailing Address
Phone number
Established
Massachusetts since 06/01/2000
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
CHARLES W. CAMMACK ASSOCIATES, INC.SHAREHOLDER
ALLEN, EARLE WINSTONCCO2099362
HOPKINS, THOMAS JOHNFINOP1835087
VOLO, MICHAEL PATRICKPRESIDENT & CEO2094693

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CAMMACK LARHETTE BROKERAGE, INC.

CRD#: 109906

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