John Sutterfield, financial advisor Saint Louis MO
89 score

John Sutterfield

CRD Number: 6183404
Current Firm: Strategic Advisers, Inc.

John Sutterfield (CRD# 6183404) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Saint Louis, MO and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC St. Louis, MO Jan 2015 - Current 1
U.s. Bancorp Investments, Inc. St. Louis, MO Dec 2013 - Dec 2014 1
Farmers Financial Solutions St. Luis, MO Apr 2013 - Dec 2013 < 1
Wolks Insurance Agency St. Louis, MO Dec 2012 - Dec 2013 1
Farmers Insurance Group St Louis, MO Jun 2012 - Oct 2012 < 1
Jcc Jcc, MO Dec 2009 - Jun 2012 2
Granite City Restaurant St. Luois, MO Feb 2008 - Dec 2009 1
Dierbergs St. Louis, MO Jan 2007 - Feb 2008 1
Unemployed St. Louis, MO Jan 2003 - Jan 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2013
S65 NASAA Investment Advisors Law Examination Apr 2014
Contact Info for John T. Sutterfield
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
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
  • 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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • 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
89
Clean Record
This advisor has a clean track record with regulators.

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