Fort Lauderdale, FL E. Broward Blvd Office

Team
Updated today

Client AUM

$245,376,655,958

Clients

801,652

Advisors

2

Of 10,209 advisors across 5,115 offices

Location

110 E. Broward Blvd, #1723

Fort Lauderdale FL 33301

Advisors at this office

2

Advisors at this office

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Matthew S

Series 63, Series 66

Fort Lauderdale, FL

Cetera

Matthew Sussman is a financial advisor at Cetera with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cetera and its affiliated entities since 2019, following earlier roles at Summit Financial Group and Putnam Retail Management. Outside of his advisory role, he is the owner and president of MLS Wealth Management, a financial services firm, and also works as a licensed insurance agent selling life and annuities products. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of investment and retirement services, supporting both discretionary and non-discretionary account management.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Delia W

CFP®, Series 63, Series 66

Fort Lauderdale, FL

Cetera

Delia Wright is a CFP® professional with 11 years of industry experience, currently affiliated with Cetera in Fort Lauderdale, FL. Her prior experience includes roles at Morgan Stanley, UBS Financial Services, and Windham Capital Management. In addition to her financial advisory work, she teaches spin classes at Cyclebar. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporations, and institutions, offering portfolio management, financial planning, and access to third-party money managers through a multi-manager platform.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
View complete list of advisors at this office
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