Adam David Sussman
Investment adviser representative at Bravias Financial
13 yearsExperience
3 statesRegistered in
$212MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Bravias FinancialJun 2021 to now
- Bravias Capital GroupDec 2017 to now
- 180 South GroupApr 2013 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 3 states (FL, NJ, PA).
Bravias Financial
Legal name: Bravias Capital Group, LLC
$212MAssets managed
439Clients
6Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5300352
- Firm CRD
- 289589