Suzanne Mestayer, financial advisor New Orleans LA

Suzanne Mestayer

CRD Number: 5845327
Current Firm: Thirtynorth Investments, LLC

Suzanne Mestayer (CRD# 5845327) is an Investment Advisor Representative working at Thirtynorth Investments, LLC in New Orleans, LA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Thirtynorth Investments, LLC New Orleans, LA Sep 2010 - Current 13
Advisean Partners, LLC New Orleans, LA Jun 2008 - Current 15
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2010
Contact Info for Suzanne T. Mestayer
Phone Number: 504-528-3685
Registered State(s):
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    236
    MILLIONS
  • Total Number of Accounts
    319
    ACCOUNTS
  • Average Account Value
    $740,690
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

LA, SC, TX

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