Claim Profile
Unclaimed Profile
BS

Bryce Jay Sutton

SUMMIT GLOBAL INVESTMENTS, LLC·BOUNTIFUL, Utah
Series 7, Series 31, Series 63, Series 65Clean record14 years registeredSUMMIT GLOBAL INVESTMENTS, LLC
620 SOUTH MAIN STREET, BOUNTIFUL, UT 84010CRD# 2789705Firm CRD# 157091

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Bryce Jay Sutton · BOUNTIFUL, UT
Registration
CRD #2789705 · SUMMIT GLOBAL INVESTMENTS, LLC · 14 years registered
Brand Profile
Not yet started
01

Career History

YOUR IA, LLC
Mar 2026present
COLAB CAPITAL
Dec 2025present
Jul 2018Jan 2025
BOUNTIFUL, UT
Jan 2013Dec 2017
BOUNTIFUL, UT
Jan 2012May 2012
BOUNTIFUL, UT
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 31
Series 63
Series 65
Registration record
First registered · January 23, 2012
Years registered · 14
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SUMMIT GLOBAL INVESTMENTS, LLC
CRD 157091 · SEC 801-76631
AUM
$2.0B
Regulatory assets under management
Employees
32
6,110 client accounts
Services offered by SUMMIT GLOBAL INVESTMENTS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
High Net Worth Individuals
Introduction

Speak with Bryce

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Bryce is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BOUNTIFUL?

Browse all registered financial advisors in BOUNTIFUL, Utah or claim this profile if it's yours.

05

Frequently Asked Questions

What services does Bryce Jay Sutton offer?
Bryce Jay Sutton specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in BOUNTIFUL, Utah for a consultation.
What are Bryce Jay Sutton's credentials?
Bryce Jay Sutton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bryce Jay Sutton located?
Bryce Jay Sutton is based in BOUNTIFUL, Utah, working with SUMMIT GLOBAL INVESTMENTS, LLC. Their office serves clients in the BOUNTIFUL metropolitan area and surrounding communities.
How does Bryce Jay Sutton charge for services?
Bryce Jay Sutton's firm is compensated through percentage of aum, hourly charges, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SUMMIT GLOBAL INVESTMENTS, LLC?
SUMMIT GLOBAL INVESTMENTS, LLC has approximately 32 employees and manages $2.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →