Natalie SutcliffeCRD 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.
Strategic Wealth Partners, Ltd.
Jeffrey A Bogart Investment Advisor
|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|
Total Assets Under Management33,001MILLIONS
Total Number of Accounts2,904ACCOUNTS
Average Account Value$11,363,873
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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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