John SutterfieldCRD 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 4 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Carsonallaria Wealth Management, Ltd.
|Fidelity Brokerage Services LLC||St. Louis, MO||Jan 2015 - Current||2|
|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|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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