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David Steele Sutphin

FINANCIAL ADVISORY PARTNERS, LLC·WINTER PARK, Florida
Unclaimed Profile
1201 S. ORLANDO AVENUE, WINTER PARK, FL 32789CRD# 2747358Firm CRD# 310914
01

About

David Steele Sutphin is a registered financial advisor based in WINTER PARK, Florida, affiliated with FINANCIAL ADVISORY PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FINANCIAL ADVISORY PARTNERS, LLC
FINANCIAL ADVISORY PARTNERS, LLC
AUM
$299M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at FINANCIAL ADVISORY PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2747358
Firm CRD# 310914
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David Steele Sutphin offer?
David Steele Sutphin specializes in Financial Planning, Investment Management. Contact their office in WINTER PARK, Florida for a consultation.
What are David Steele Sutphin's credentials?
David Steele Sutphin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Steele Sutphin located?
David Steele Sutphin is based in WINTER PARK, Florida, working with FINANCIAL ADVISORY PARTNERS, LLC. Their office serves clients in the WINTER PARK metropolitan area and surrounding communities.
How does David Steele Sutphin charge for services?
David Steele Sutphin's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FINANCIAL ADVISORY PARTNERS, LLC?
FINANCIAL ADVISORY PARTNERS, LLC has approximately 3 employees and manages $299M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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