Dustin G. Suttle
SUTTLE CROSSLAND WEALTH ADVISORS
Scottsdale, AZ 85255
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CRD#: 4607086
Professional summary
Dustin Gray Suttle, CFP®, who also goes by Dustin Suttle, is a registered financial advisor currently at SUTTLE CROSSLAND WEALTH ADVISORS, LLC located in Scottsdale, Arizona and ORIGIN INVESTMENT ADVISORY LLC located in Cave Creek, Arizona.
Dustin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Dustin has worked at 11 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
Outside of the finance world, I enjoy spending quality time with my fiancé, family, and friends. I’m also a proud member of the Phoenix Men’s Arts Council.
In my spare time, you’ll often find me camping, hiking, volunteering in my community, or learning something new in a great book.
Question & Answer
What are your service offerings?
Small Business Planning
Socially Responsible Investing
Retirement Income Management
Education Planning
Estate Planning
Investment Planning
Budgeting
Debt Management
Retirement Planning
Insurance Planning
Inheritance
Comprehensive Financial Planni...
Tax Planning
Life Transitions
Do you have an area of expertise or specialization?
Entrepreneurs
High Net Worth Client Needs
Insurance Related Issues
Medical Professionals
Retirement Planning & Distribu...
Socially Responsible Investmen...
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Dustin Suttle
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
NAME OF BUSINESS: Teluvo, LLC NON-INVESTMENT RELATED ADDRESS: 30428 N 42nd Place, Cave Creek, AZ 85331 NATURE OF BUSINESS: Rental Properties/Web Development-Hosting/e-Commerce POSITION: Owner START DATE: 11/2011 APPROXIMATE HOURS PER MONTH: 1 NUMBER OF HOURS DURING TRADING HOURS: 0 DUTIES: Rental Property/Web Development-Hosting/e-Commerce Suttle Crossland Wealth Advisors, LLC / Investment Related / Scottsdale, AZ / Registered Investment Advisor / Managing Member and CCO / Nov 2021 / 150 Hours per month / 100% During trading hours. Simply Paraplanner LLC / Not Investment Related / Florida / Hiring Specialist / Nov 2023 / 10 hours annually / 100% during trading hours. the name of the other business; Origin Investment Advisory LLC whether the business is investment-related; Yes the address of the other business; 68 Harrison Avenue Ste 605 PMB 50966 Boston, MA 02115 the nature of the other business; Investment Advisor Firm your position, title, or relationship with the other business; Financial Planner the start date of your relationship; 04/22/2022 the approximate number of hours/month you devote to the other business; 5 the number of hours you devote to the other business during securities trading hours; 5 and briefly describe your duties relating to the other business; Financial Planner the name of the other business; Scottsdale Community College whether the business is investment-related; Not Investment Related the address of the other business; 9000 E Chapparral Rd Scottsdale AZ 85256 the nature of the other business; Education title, or relationship with the other business; your position; Adjunct Faculty the start date of your relationship; 08/2024 the approximate number of hours/month you devote to the other business; 40 hours or less a month the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; Adjunct Facutly - contractual, educational
CRS (Client Relationship Summary) - RIA
Click below to view Dustin Gray Suttle's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2015
Experience
Current
March 2, 2022 - Present
SUTTLE CROSSLAND WEALTH ADVISORS, LLC
Office #1: 20715 N Pima Road Suite 108, Scottsdale, AZ 85255RIA
CRD#: 318700
Scottsdale, AZ
Current
July 19, 2022 - Present
ORIGIN INVESTMENT ADVISORY LLC
RIA
CRD#: 305353
Cave Creek, AZ
Past
April 20, 2017 - March 9, 2022
VANGUARD ADVISERS, INC.
RIA
CRD#: 106715
Scottsdale, AZ
Past
April 20, 2017 - March 9, 2022
VANGUARD MARKETING CORPORATION
BD
CRD#: 7452
SCOTTSDALE, AZ
Past
August 5, 2016 - March 17, 2017
HSBC SECURITIES (USA) INC.
RIA
CRD#: 19585
WASHINGTON, DC
Past
August 5, 2016 - March 17, 2017
HSBC SECURITIES (USA) INC.
BD
CRD#: 19585
WASHINGTON, DC
Past
April 10, 2008 - August 3, 2016
USAA FINANCIAL PLANNING SERVICES
RIA
CRD#: 106352
BETHESDA, MD
Past
March 31, 2008 - August 3, 2016
USAA FINANCIAL ADVISORS, INC.
BD
CRD#: 129035
BETHESDA, MD
Past
August 9, 2007 - February 5, 2008
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
SCOTTSDALE, AZ
Past
July 20, 2007 - February 5, 2008
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
SCOTTSDALE, AZ
Past
October 4, 2005 - June 18, 2007
WELLS FARGO INVESTMENTS, LLC
BD
CRD#: 10582
PHOENIX, AZ
Past
September 27, 2005 - June 18, 2007
WELLS FARGO INVESTMENTS, LLC
RIA
CRD#: 10582
PHOENIX, AZ
Past
August 19, 2003 - February 9, 2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
PHOENIX, AZ
Past
August 19, 2003 - February 9, 2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Past
January 2, 2003 - July 24, 2003
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
NEW YORK, NY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Arizona(3/2/2022)
IAR
California(1/28/2025)
IAR
Texas(5/11/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
SUTTLE CROSSLAND WEALTH ADVISORS, LLC
SUTTLE CROSSLAND | SUTTLE CROSSLAND WEALTH ADVISORS, LLC
CRD#: 318700 / SEC#:
Arizona
Registered Investment Advisory firm - (3/2/2022 Approved)California
Registered Investment Advisory firm - (1/28/2025 Approved)Texas
Registered Investment Advisory firm - (4/26/2022 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
20715 N Pima Road Suite 108, Scottsdale, AZ 85255
Mailing Address
Phone number
(602) 834-3905
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 108 |
| AUM (Assets Under Management) | $ 44,453,090 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
