Suzanne Rutrough
Suzanne Rutrough is a registered investment advisor at Janney Montgomery Scott LLC, based in Coral Gables, FL, with 38 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 239,256 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Janney charges a fee based on a percentage of the assets managed in your account. This fee covers investment management, trading, custody, and performance reporting. Fees are negotiable and may vary based on the size of your account and the services provided. Janney may also offer investment advisory services on a non-wrap basis, where you pay separately for transactions and custody.
Location
255 Alhambra Circle, Suite 201, Coral Gables, FL, 33134
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Suzanne is the president and co-owner (with spouse) of multiple real estate investment LLCs (Sierra Investments, Sierra Assets, Sierra Sunrise Homes, Sierra Beauty, and Sierra Holdings) since 2018-2021. She also owns a rental property since 1957 and spends minimal time per month on each of these activities.
Employment History
Current Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Young, Stovall and CompanyBroker
Bluestone Capital CORP.Broker
Shochet Securities INC.Broker
Quick & Reilly, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations33 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.