Erik Cory Sussman
Managing Member, Chief Executive Officer & Chief Compliance OfficerThe Institute of Financial Wellness, LLCCRD 2549334
About Erik Cory Sussman
Erik Cory Sussman is listed as Managing Member, Chief Executive Officer & Chief Compliance Officer at The Institute of Financial Wellness, LLC in Fort Lauderdale, FL. Form ADV reports a beneficial ownership band of 50-75%.
Reported ownership
Owns 50-75% of The Institute of Financial Wellness, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Erik Cory Sussman work?
Erik Cory Sussman is listed as Managing Member, Chief Executive Officer & Chief Compliance Officer at The Institute of Financial Wellness, LLC on SEC Form ADV.
How much of The Institute of Financial Wellness, LLC does Erik Cory Sussman own?
Form ADV reports a beneficial ownership band of 50-75%.
The Institute of Financial Wellness, LLC
| Title | Managing Member, Chief Executive Officer & Chief Compliance Officer |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2018 |