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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

TitleManaging Member, Chief Executive Officer & Chief Compliance Officer
Ownership50-75%
Control personYes
Since2018
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