Eric Sutterfield (CRD# 5374364) is an Investment Advisor Representative working at E*trade Capital Management, LLC in New York, NY and has over 10 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
Score
107
CRD# 832532
Altium Wealth Management LLC
Score
107
CRD# 5973991
Cfs Investment Advisory Services LLC
Score
107
| Company Name | Location | Dates | Years |
|---|---|---|---|
| E*trade Capital Management LLC | Sandy, UT | Dec 2011 - Current | 6 |
| E*trade Securities LLC | Sandy, UT | Nov 2011 - Current | 6 |
| Scottrade, Inc. | Salt Lake City, UT | Mar 2008 - Nov 2011 | 3 |
| Fidelity Brokerage Services, LLC | Salt Lake City, UT | Jun 2007 - Jan 2008 | < 1 |
| University Of Utah | Salt Lake City, UT | Apr 2005 - May 2007 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2007 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2011 |
- TX
- UT
-
Total Assets Under Management5,445MILLIONS
-
Total Number of Accounts29,958ACCOUNTS
-
Average Account Value$181,751
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY
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