Old Brookville, NY Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$346,178,261,888
ClientsTotal clients
493,979
AdvisorsAdvisors at this office
3
Of 6,448 advisors across 2,959 offices
Location
333 Glen Head Rd, Suite 200
Old Brookville NY 11545
Advisors at this office
3
Advisors at this office
Mark G
CFP®, Series 63, Series 66
Glen Head, NY
Raymond James Financial
Mark Goldman is a CFP® with 39 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has previously worked at B. Riley Wealth Management and B. Riley Wealth Advisors. Goldman also owns Goldman Financial Services, a financial services business providing advice to individual and corporate clients. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including high-net-worth individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and consulting using advanced analytical tools and supports municipal and public finance through a specialized advisory affiliation.
Michael U
Series 63, Series 65
Old Brookville, NY
Raymond James Financial
Michael Ullrich is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. His prior work includes roles at North Shore Wealth Partners, Mariner Advisors, LLC, and RBH Corp. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.
Michael S
Series 63
Old Brookville, NY
Raymond James Financial
Michael Sussman is a financial advisor with Raymond James Financial in Old Brookville, NY, holding a Series 63 credential and 28 years of industry experience. He has worked at Raymond James Financial since 2002 and maintains involvement with entities supporting his practice, including office space leasing under NSWP, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, pension, corporate, charitable, and institutional clients. The firm offers customized non-discretionary planning and consulting using analytical tools and supports a broad advisor network with specialized municipal and SIMPLE IRA advisory programs.
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