Jeffrey B. Sussman
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
NEWTOWN, PA
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CRD#: 5937062
Professional summary
Jeffrey Bryan Sussman, CFP®, who also goes by Jeffrey Bryan Sussman, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Newtown, Pennsylvania and FIDELITY BROKERAGE SERVICES LLC located in Princeton, New Jersey.
Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Jeffrey has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
I work directly with clients and their families to help create and execute individualized financial plans. By helping clients leverage the suite of resources available at Fidelity, we are able plan for complex goals in challenging markets.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Investment Planning
Tax Planning
Retirement Planning
Employee and Employer Plan Ben...
Insurance Planning
Estate Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Jeffrey Bryan 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.
OBA-61706|OrgNmn:Boat Rental|Org Addr:Newtown,Pennsylvan,US|OBA Nature:Rent out personal boat|Invst Rel:N|Title:Owner|Duties:Approve individuals to rent my personal boat|StrtDt:05-01-21|TotHrs/mon:4|TrdHrs/mon:0|OBA-15865|OrgNmn:Greenwood House|Org Addr:Ewing,New Jersey,US|OBA Nature:Non-profit nursing home|Invst Rel:N|Title:Board Member and Treasurer|Duties:Review and approve annual budget, ongoing initiatives including strategic planning and fundraising|StrtDt:07-01-14|TotHrs/mon:5|TrdHrs/mon:0|OBA-94077|OrgNmn:Sussman From Here 1 LLC|Org Addr:Robbinsvil,New Jersey,US|OBA Nature:LLC for investing in a workspa|Invst Rel:Y|Title:Investor|Duties:Provide capital for investment |StrtDt:11-25-20|TotHrs/mon:1|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Bryan Sussman'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®
CFP®
Start date: 2017
Education
Bryant University
Bachelor of Science (BS) - Business
2009
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 3518 Rte1 North The Square At West Windsor, Princeton, NJ 08540-5924RIA
CRD#: 104555
NEWTOWN, PA
Current
September 17, 2015 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 3518 Rte1 North The Square At West Windsor, Princeton, NJ 08540BD
CRD#: 7784
Princeton, NJ
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
PRINCETON, NJ
Past
November 16, 2015 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
PRINCETON, NJ
Past
October 14, 2011 - September 25, 2013
BLACKROCK INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 108928
PRINCETON, NJ
Past
July 11, 2011 - September 25, 2013
BLACKROCK INVESTMENTS, LLC
BD
CRD#: 38642
PRINCETON, NJ
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 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
Arizona(3/4/2022)
RR
California(1/5/2018)
RR
Colorado(6/4/2021)
RR
Connecticut(1/6/2017)
RR
Delaware(9/17/2015)
RR
Florida(9/17/2015)
RR
Georgia(12/17/2019)
RR
Hawaii(11/30/2021)
RR
Illinois(4/23/2020)
RR
Kentucky(12/17/2019)
RR
Maine(1/5/2018)
RR
Maryland(12/17/2019)
RR
Massachusetts(1/5/2018)
RR
Minnesota(9/9/2022)
RR
Missouri(1/23/2023)
RR
Nevada(5/6/2022)
RR
New Jersey(9/17/2015)
IAR
New Jersey(3/31/2025)
RR
New York(9/17/2015)
RR
North Carolina(1/7/2018)
RR
Ohio(5/9/2022)
RR
Pennsylvania(9/17/2015)
IAR
Pennsylvania(3/31/2025)
RR
Rhode Island(2/12/2021)
RR
South Carolina(12/13/2019)
RR
Texas(1/6/2017)
IAR
Texas(3/31/2025)
RR
Vermont(7/12/2023)
RR
Virginia(1/6/2017)
RR
Washington(1/5/2018)
RR
Wisconsin(5/13/2025)
RR
Wyoming(1/6/2017)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
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
STRATEGIC ADVISERS LLC
Vice President, Financial ConsultantCRD#: 104555Newtown, PATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
