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CU

Cameron Uttley

JOHN E. SESTINA AND COMPANY
Columbus, OH 43220
Some features on this profile are disabled
CRD#: 7391171
CU

Professional summary

Cameron Uttley is a registered financial advisor currently at JOHN E. SESTINA AND COMPANY located in Columbus, Ohio.

Cameron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Cameron has worked at 1 firm and has passed the SIE exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Cameron Uttley'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®
None

Experience

Current

August 22, 2023 - Present

JOHN E. SESTINA AND COMPANY

Office #1: 1161 Bethel Road Suite 304, Columbus, OH 43220
RIA
CRD#: 108634
Columbus, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
JOHN E. SESTINA AND COMPANY
JOHN E. SESTINA AND COMPANY
JOHN E. SESTINA AND COMPANY | SESTINA JOHN E. CO | MTBW, LLC

CRD#: 108634 / SEC#: 801-44151

RIA
Registered Investment Advisory firm - (6/17/1993 Approved)

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
Ohio
(8/22/2023)

Exams

General Industry/Product Exam
RR
SIE
Date: 3/11/2021
Securities Industry Essentials Examination

Current Firm

JOHN E. SESTINA AND COMPANY
JOHN E. SESTINA AND COMPANY
JOHN E. SESTINA AND COMPANY | SESTINA JOHN E. CO | MTBW, LLC

CRD#: 108634 / SEC#: 801-44151

RIA
Registered Investment Advisory firm - (6/17/1993 Approved)
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Contact information

Main Address
1161 Bethel Road, Suite 201, Columbus, OH 43220
Mailing Address
Phone number
(614) 326-3077
Established
Firm type
Fiscal year end
# of Employees
18

SEC notice filing (23 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

JOHN SESTINA MTBW ADV PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts2,739
AUM (Assets Under Management)$ 634,458,011

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.

Company Information

JOHN E. SESTINA AND COMPANY

JOHN E. SESTINA AND COMPANY

CRD#: 108634Columbus, OH 43220

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