Joseph Donald Suster
Investment adviser representative at &partners
11 yearsExperience
1 stateRegistered in
$30.3BFirm assets
35 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 assetsHourlySubscriptionFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- &partnersSep 2026 to now
- Bucholtz & GermoJan 2025 to Sep 2026
- Commonwealth Financial NetworkJan 2025 to Sep 2026
- Trueharbor LLCJan 2025 to Sep 2026
- Genesis Land Title AgencyJan 2024 to Jan 2025
- United GymnasticsFeb 2023 to Sep 2024
- Waterway CarwashSep 2022 to Feb 2023
- John Carroll UniversityAug 2022 to Sep 2026
- SkamarJan 2021 to Dec 2021
- Neomotion AcademyAug 2020 to Aug 2022
- Eastlake North High SchoolAug 2018 to May 2022
- Eastlake Middle SchoolAug 2015 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (OH).
&partners
$30.3BAssets managed
62,194Clients
544Advisers
35 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
- 8032071
- Firm CRD
- 3767