AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
SC

Suzanne Ellen Ciaccio

P.J. ROBB VARIABLE
HARRISBURG, PA
·CRD# 2541474·32 years experience

Professional Summary

Suzanne Ellen Ciaccio, who also goes by Suzanne Ellen Lassoff, Suzanne Ellen Lassoff-ciaccio, Suzanne Ellen Peligal, is a registered financial advisor currently at P.J. ROBB VARIABLE, LLC located in Harrisburg, Pennsylvania. Suzanne is registered as a RR (Registered Representative) and started their career in finance in 1994. Suzanne has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 53, Series 27 and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Suzanne Ellen Lassoff, Suzanne Ellen Lassoff-Ciaccio, Suzanne Ellen Peligal

Blog Corner

Similar Advisors

JM
James Francis Maresca

LPL FINANCIAL LLC

GUERNEVILLE, CA · CRD#
View profile
BD
Brian T Deegan

NYLIFE SECURITIES LLC

NEW YORK, NY · CRD#
MG
Melissa Dawn Grass

FREEDOM FINANCIAL ADVISORS, LLC

SOUTH CHARLESTON, WV · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

JM
James Francis Maresca

LPL FINANCIAL LLC

GUERNEVILLE, CA · CRD#
BD
Brian T Deegan

NYLIFE SECURITIES LLC

NEW YORK, NY · CRD#
Mary-ann Abida
Mary-ann Abida

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

WAYNE, NJ · CRD#
MG
Melissa Dawn Grass

FREEDOM FINANCIAL ADVISORS, LLC

SOUTH CHARLESTON, WV · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

JM
James Francis Maresca

LPL FINANCIAL LLC

GUERNEVILLE, CA · CRD#
BD
Brian T Deegan

NYLIFE SECURITIES LLC

NEW YORK, NY · CRD#
Mary-ann Abida
Mary-ann Abida

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

WAYNE, NJ · CRD#
MG
Melissa Dawn Grass

FREEDOM FINANCIAL ADVISORS, LLC

SOUTH CHARLESTON, WV · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

JM
James Francis Maresca

LPL FINANCIAL LLC

GUERNEVILLE, CA · CRD#
BD
Brian T Deegan

NYLIFE SECURITIES LLC

NEW YORK, NY · CRD#
Mary-ann Abida
Mary-ann Abida

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

WAYNE, NJ · CRD#
MG
Melissa Dawn Grass

FREEDOM FINANCIAL ADVISORS, LLC

SOUTH CHARLESTON, WV · CRD#

Years of Experience

32 years in the financial services industry

Current & Past Employments

P.J. ROBB VARIABLE, LLC·CRD# 38339
BD
4135 North Front Street, Harrisburg, PA 17110
January 9, 2008 - Present
UNDERWRITERS EQUITY CORPORATION·CRD# 36537
BD
Harrisburg, PA
February 23, 2005 - December 31, 2007
USI SECURITIES, INC.·CRD# 43793
RIA
Glastonbury, CT
January 7, 2003 - January 11, 2005
USI SECURITIES, INC.·CRD# 43793
BD
Glastonbury, CT
January 3, 2003 - January 11, 2005
LINCOLN FINANCIAL DISTRIBUTORS, INC.·CRD# 145
BD
Radnor, PA
December 6, 2001 - December 4, 2002
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY·CRD# 2580
BD
Fort Wayne, IN
October 26, 2000 - January 3, 2002
OSAIC FA, INC.·CRD# 3978
BD
Fort Wayne, IN
October 26, 2000 - January 3, 2002
VOYA FINANCIAL ADVISORS, INC.·CRD# 2882
BD
Windsor, CT
June 23, 1999 - October 2, 2000
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY·CRD# 2580
BD
Fort Wayne, IN
November 24, 1998 - May 4, 1999
OSAIC FA, INC.·CRD# 3978
BD
Fort Wayne, IN
June 1, 1998 - May 4, 1999
LINCOLN FINANCIAL DISTRIBUTORS, INC.·CRD# 145
BD
Radnor, PA
May 14, 1997 - June 1, 1998
UNITED SECURITIES GROUP, INC.·CRD# 37749
BD
Farmington, CT
February 10, 1995 - April 14, 1997
DOMINARI SECURITIES LLC·CRD# 18975
BD
New York, NY
October 25, 1994 - February 8, 1995

Similar Advisors

JM
James Francis Maresca

LPL FINANCIAL LLC

GUERNEVILLE, CA · CRD#
BD
Brian T Deegan

NYLIFE SECURITIES LLC

NEW YORK, NY · CRD#
Mary-ann Abida
Mary-ann Abida

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

WAYNE, NJ · CRD#
MG
Melissa Dawn Grass

FREEDOM FINANCIAL ADVISORS, LLC

SOUTH CHARLESTON, WV · CRD#

Current Firm

PR
P.J. ROBB VARIABLE, LLC

P.J. ROBB VARIABLE CORPORATION | P.J. ROBB VARIABLE, LLC

CRD#: 38339 / SEC#: 8-48197
BD
Broker-Dealer Firm Regulated by FINRA (New Orleans district office)

Contact Information

Main Address

6075 Poplar Ave Suite 400, Memphis, TN 38119

Mailing Address

6075 Poplar Ave Suite 400, Memphis, TN 38119

Phone Number

(901) 722-5433

Established

Tennessee since 02/21/1995

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Medium

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
CRUMP LIFE INSURANCE SERVICES, LLCOWNER—
COLLINS, HEATHER MARIEASSISTANT TREASURER AND PRINCIPAL OPERATIONS OFFICER5851459
CORDLE, COYE BAXTER IIICHIEF COMPLIANCE OFFICER, AML OFFICER & PRIVACY OFFICER4544954
HARRISON, BRUCE ANDREWPRESIDENT, CEO AND CHAIRMAN OF THE BOARD /MANAGER2232934
MARSHALL, DARRYL KEVINSECRETARY, VICE PRESIDENT/MANAGER2508479
MERCHANT, JEFFREY SCHIIEF FINANCIAL OFFICER / TREASURER / PRINCIPAL FINANCIAL OFFICER / MANAGER4668892
SANTELL, CHRISTY CAROLASSISTANT PRINCIPAL OPERATIONS OFFICER6272704

Similar Advisors

JM
James Francis Maresca

LPL FINANCIAL LLC

GUERNEVILLE, CA · CRD#
BD
Brian T Deegan

NYLIFE SECURITIES LLC

NEW YORK, NY · CRD#
Mary-ann Abida
Mary-ann Abida

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

WAYNE, NJ · CRD#
MG
Melissa Dawn Grass

FREEDOM FINANCIAL ADVISORS, LLC

SOUTH CHARLESTON, WV · CRD#

Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

Similar Advisors

JM
James Francis Maresca

LPL FINANCIAL LLC

GUERNEVILLE, CA · CRD#
BD
Brian T Deegan

NYLIFE SECURITIES LLC

NEW YORK, NY · CRD#
Mary-ann Abida
Mary-ann Abida

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

WAYNE, NJ · CRD#
MG
Melissa Dawn Grass

FREEDOM FINANCIAL ADVISORS, LLC

SOUTH CHARLESTON, WV · CRD#

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Connecticut
(1/9/2008)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jul 1995About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Feb 1995About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Oct 1994About the Series 7 exam

Series 53 — Municipal Securities Principal Examination

Passed Jan 1996About the Series 53 exam

Series 27 — Financial and Operations Principal Examination

Passed Jan 1995About the Series 27 exam

Series 24 — General Securities Principal Examination

Passed Dec 1994About the Series 24 exam
FINRA
SRO Registrations

Similar Advisors

JM
James Francis Maresca

LPL FINANCIAL LLC

GUERNEVILLE, CA · CRD#
BD
Brian T Deegan

NYLIFE SECURITIES LLC

NEW YORK, NY · CRD#
Mary-ann Abida
Mary-ann Abida

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

WAYNE, NJ · CRD#
MG
Melissa Dawn Grass

FREEDOM FINANCIAL ADVISORS, LLC

SOUTH CHARLESTON, WV · CRD#

CRS (Client Relationship Summary) - BD

Click below to view Suzanne Ellen Ciaccio's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

JM
James Francis Maresca

LPL FINANCIAL LLC

GUERNEVILLE, CA · CRD#
BD
Brian T Deegan

NYLIFE SECURITIES LLC

NEW YORK, NY · CRD#
Mary-ann Abida
Mary-ann Abida

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

WAYNE, NJ · CRD#
MG
Melissa Dawn Grass

FREEDOM FINANCIAL ADVISORS, LLC

SOUTH CHARLESTON, WV · CRD#
SC
Follow Suzanne
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required