Unclaimed Profile

Jill Waine Sutt

VANTAGE INVESTMENT ADVISORS, LLC·STATE COLLEGE, Pennsylvania

Clean recordVANTAGE INVESTMENT ADVISORS, LLC

1276 NORTH ATHERTON STREET, STATE COLLEGE, PA 16803CRD# 3150113Firm CRD# 110128

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jill Waine Sutt · STATE COLLEGE, PA

Registration

CRD #3150113 · VANTAGE INVESTMENT ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jill Waine Sutt is a registered financial advisor based in STATE COLLEGE, Pennsylvania, affiliated with VANTAGE INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

VANTAGE INVESTMENT ADVISORS, LLC

AUM

$1.1B

Regulatory assets under management

Employees

Total firm employees

View all advisors at VANTAGE INVESTMENT ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 3150113

Firm CRD# 110128

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Frequently Asked Questions

What services does Jill Waine Sutt offer?

Jill Waine Sutt specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in STATE COLLEGE, Pennsylvania for a consultation.

What are Jill Waine Sutt's credentials?

Jill Waine Sutt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jill Waine Sutt located?

Jill Waine Sutt is based in STATE COLLEGE, Pennsylvania, working with VANTAGE INVESTMENT ADVISORS, LLC. Their office serves clients in the STATE COLLEGE metropolitan area and surrounding communities.

How does Jill Waine Sutt charge for services?

Jill Waine Sutt's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VANTAGE INVESTMENT ADVISORS, LLC?

VANTAGE INVESTMENT ADVISORS, LLC has approximately 13 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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