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Brian Todd Sutliff

SUMMIT FINANCIAL STRATEGIES INC·COLUMBUS, Ohio
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4111 WORTH AVE., COLUMBUS, OH 43219-3599CRD# 4404659Firm CRD# 110112
01

About

Brian Todd Sutliff is a registered financial advisor based in COLUMBUS, Ohio, affiliated with SUMMIT FINANCIAL STRATEGIES INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
SUMMIT FINANCIAL STRATEGIES INC
SUMMIT FINANCIAL STRATEGIES INC
AUM
$1.8B
Regulatory assets under management
Employees
32
Total firm employees
View all advisors at SUMMIT FINANCIAL STRATEGIES INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Other: FINANCIAL PLANNING FEE CALCULATED ON TOTAL NET WORTH
Regulatory
SEC/IARD CRD# 4404659
Firm CRD# 110112
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brian Todd Sutliff offer?
Brian Todd Sutliff specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in COLUMBUS, Ohio for a consultation.
What are Brian Todd Sutliff's credentials?
Brian Todd Sutliff is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Todd Sutliff located?
Brian Todd Sutliff is based in COLUMBUS, Ohio, working with SUMMIT FINANCIAL STRATEGIES INC. Their office serves clients in the COLUMBUS metropolitan area and surrounding communities.
How does Brian Todd Sutliff charge for services?
Brian Todd Sutliff's firm is compensated through percentage of aum, other: financial planning fee calculated on total net worth. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SUMMIT FINANCIAL STRATEGIES INC?
SUMMIT FINANCIAL STRATEGIES INC has approximately 32 employees and manages $1.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SUMMIT FINANCIAL STRATEGIES INC

Thomas Cornell Barringer Davison
COLUMBUS, OH
Luke Jared Salcone
COLUMBUS, OH
Michael Robert Scherer
COLUMBUS, OH
Steven Adam Cavalieri
COLUMBUS, OH
Timothy William Swain
COLUMBUS, OH
Liam John Hurley
COLUMBUS, OH

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