Natalie Sutcliffe, financial advisor Brooklyn OH
93 score

Natalie Sutcliffe

CRD Number: 5297575
Current Firm: Victory Capital Management Inc.

Natalie Sutcliffe (CRD# 5297575) is an Investment Advisor Representative working at Victory Capital Management Inc. in Brooklyn, OH and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Victory Capital Advisers Brooklyn, OH Jan 2014 - Current 2
Ubs Financial Services Inc. Westlake, OH Jan 2012 - Current 4
Pnc Investments Cleveland, OH May 2011 - Jan 2012 < 1
Chase Investment Services Corp Medina, OH Nov 2010 - May 2011 < 1
Jpmorgan Chase Bank Na Medina, OH Sep 2010 - May 2011 < 1
J.p. Morgan Securities Inc. Cleveland, OH Jan 2010 - Sep 2010 < 1
Chase Investment Services Corp North Olmsted, OH Feb 2007 - Dec 2009 2
American Limosuine Company Lakewood, OH Jan 2007 - Feb 2007 < 1
Digital Creative Group Peninsula, OH Nov 2006 - Jan 2007 < 1
Progressive Insurance Company Mayfield Hts, OH Jul 2003 - Nov 2006 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2010
S65 NASAA Investment Advisors Law Examination Oct 2011
Contact Info for Natalie M. Sutcliffe
Phone Number: 877-660-4400
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    33,001
    MILLIONS
  • Total Number of Accounts
    2,904
    ACCOUNTS
  • Average Account Value
    $11,363,873
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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