Unclaimed Profile

Jill Waine Sutt

VANTAGE INVESTMENT ADVISORS, LLC·STATE COLLEGE, Pennsylvania

Series 7, Series 66Clean record26 years registeredVANTAGE 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 · 26 years registered

Brand Profile

Not yet started

Career History

MARINER

Mar 2018 – present

MARINER WEALTH ADVISORS

Mar 2015 – Oct 2018

STATE COLLEGE, PA

ART INVESTMENT PARTNERS, LLC

May 2000 – Mar 2015

STATE COLLEGE, PA

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · May 12, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VANTAGE INVESTMENT ADVISORS, LLC

CRD 110128 · SEC 801-57491

AUM

$1.1B

Regulatory assets under management

Employees

3,354 client accounts

Services offered by VANTAGE INVESTMENT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at VANTAGE INVESTMENT ADVISORS, LLC →

Introduction

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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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