Zachary Sutton (CRD# 6515308) is an Investment Advisor Representative working at Cornerstone Wealth in Tampa, FL and has over 6 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.
CRD# 3229164
Commonwealth Financial Network
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cornerstone Wealth Group, LLC | Tampa, FL | Jan 2024 - Current | < 1 |
| Mutual Securities, Inc. | Camarillo, CA | Dec 2023 - Current | < 1 |
| Sutton Wealth Advisors, Inc. | Tampa, FL | Mar 2018 - Jan 2024 | 5 |
| Purshe Kaplan Sterling Investments, Inc. | Albany, NY | Sep 2020 - Dec 2023 | 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2017 |
- FL
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Total Assets Under Management1,293MILLIONS
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Total Number of Accounts2,093ACCOUNTS
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Average Account Value$617,568
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AL, AZ, CA, CO, DC, FL, GA, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NJ, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY
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