Dustin G. Suttle

SUTTLE CROSSLAND WEALTH ADVISORS

Scottsdale, AZ 85255

Some features on this profile are disabled

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.

Core Areas of Focus

Entrepreneurs

High Net Worth Client Needs

Insurance Related Issues

Medical Professionals

Retirement Planning & Distribution Rules

Socially Responsible Investments

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

What is your minimum asset requirement?

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dustin Gray Suttle's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Start date: 2015

Experience

Current

March 2, 2022 - Present

SUTTLE CROSSLAND WEALTH ADVISORS, LLC

Office #1: 20715 N Pima Road Suite 108, Scottsdale, AZ 85255

RIA

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

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)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/15/2003

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/26/2002

General Securities Representative Examination

Current Firm

SUTTLE CROSSLAND WEALTH ADVISORS, LLC

SUTTLE CROSSLAND | SUTTLE CROSSLAND WEALTH ADVISORS, LLC

CRD#: 318700 / SEC#: 801-135579

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)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A FIRM BROCHURE (2/13/2026)

Regulatory assets under management

Total Number of Accounts	185
AUM (Assets Under Management)	$ 101,068,809

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

Similar Advisors

Joseph Di Vito

RBC CAPITAL MARKETS, LLC

IAR

Scottsdale, AZ

Timothy Hughes

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Scottsdale, AZ

Luke Kacer

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Tucson, AZ

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Dustin G. Suttle

Professional summary

Core Areas of Focus

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dustin Gray Suttle's CRS (Customer Relationship Summary).

Certified licenses

Experience

SUTTLE CROSSLAND WEALTH ADVISORS, LLC

ORIGIN INVESTMENT ADVISORY LLC

VANGUARD ADVISERS, INC.

VANGUARD MARKETING CORPORATION

HSBC SECURITIES (USA) INC.

HSBC SECURITIES (USA) INC.

USAA FINANCIAL PLANNING SERVICES

USAA FINANCIAL ADVISORS, INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO INVESTMENTS, LLC

WELLS FARGO INVESTMENTS, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

EQUITABLE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/15/2003

SIE

Date: 10/1/2018

Series 7

Date: 12/26/2002

Current Firm

SUTTLE CROSSLAND WEALTH ADVISORS, LLC

Contact information

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SUTTLE CROSSLAND WEALTH ADVISORS, LLC

TRUST BUT VERIFY

Contact information

Similar Advisors