Dustin Suttle, financial advisor Cave Creek AZ

Dustin Suttle

CRD Number: 4607086
Current Firm: Origin Investment Advisory LLC
Compensation Model: Fee Only
Dustin Suttle (CRD# 4607086) is an Investment Advisor Representative working at Suttle Crossland Wealth Advisors, LLC in Scottsdale, AZ and has over 19 years of experience in the finance industry. Dustin Suttle has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
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Professional Designations
Company Name Location Dates Years
Suttle Crossland Wealth Advisors, LLC Scottsdale, AZ Nov 2021 - Current 2
Teluvo LLC Cave Creek, AZ Nov 2011 - Current 12
The Vanguard Group, Inc. Scottsdale, AZ Mar 2017 - Feb 2022 4
Hsbc Bank Usa, N.a. Washington, DC Jul 2016 - Mar 2017 < 1
Usaa Wealth Management Bethesda, MD Mar 2008 - Jul 2016 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2003
Contact Info for Dustin G. Suttle
By the Numbers
  • Total Assets Under Management
    1
    MILLIONS
  • Total Number of Accounts
    133
    ACCOUNTS
  • Average Account Value
    $4,124
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, GA, IA, IL, KS, MA, MI, MN, MO, NJ, NM, NY, OH, PA, RI, SC, TX, WA

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