Zachary Sutton, financial advisor Tampa FL

Zachary Sutton

CRD Number: 6515308
Current Firm: Sutton Wealth Advisors, Inc.

Zachary Sutton (CRD# 6515308) is an Investment Advisor Representative working at Sutton Wealth Advisors, Inc. in Tampa, FL and has over 3 years of experience in the finance industry. Zachary Sutton 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 put clients' interests first and comply with the Financial Planning Practice Standards.

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Econologics Financial Advisors
Professional Designations
Company Name Location Dates Years
Purshe Kaplan Sterling Investments, Inc. Albany, NY Sep 2020 - Current 1
Sutton Wealth Advisors, Inc. Tampa, FL Mar 2018 - Current 3
Securities Service Network Tampa, FL Jun 2017 - Sep 2020 3
Sutton Wealth Advisors Tampa, FL May 2016 - Mar 2019 2
University Of The South Sewanee, FL Aug 2014 - May 2016 1
Allegheny College Meadville, PA Aug 2013 - Aug 2014 1
Doormet Tampa, FL May 2013 - Aug 2013 < 1
Berkley Prep Tampa, FL May 2007 - May 2013 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2017
Contact Info for Zachary E. Sutton
Phone Number: 813-514-1800
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    345
    MILLIONS
  • Total Number of Accounts
    521
    ACCOUNTS
  • Average Account Value
    $662,599
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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)
Types of Clients
Registered States

FL, GA, LA, NC, NH, TX

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