Cheryl Sutter is a registered investment advisor at Mariner Independent, based in Tampa, FL, with 34 years of industry experience. Cheryl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,051 clients with $5.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Mariner Platform Solutions charges an annual fee based on a percentage of your portfolio. This fee can range up to 2.50% per year, depending on the services provided and other factors. The firm may also apply a minimum fee. If you receive financial planning and consulting services in addition to investment advice, you may be subject to an additional fee. Fees are generally billed in advance on a quarterly basis. The management fee is negotiable.
Location
2202 N. Westshore Blvd, Suite 200, Tampa, FL, 33607
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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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Cheryl offers investment services through Mariner Platform Solutions/Mariner Independent as part of Xtramile Financial Group. This takes about 10-20% of her time during securities trading hours.
Employment History
Current Registrations
Mariner Independent
Previous Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
LPL Financial LLC
LPL Financial LLCBroker
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
Dunham and Associates Investment Counsel, INC.Broker
Dunham and Associates Investment Counsel, INC.
Nicholas-Applegate Capital Management LLC
Nicholas-Applegate Securities LLCBroker
Griffin Financial ServicesBroker
Wnl Brokerage Services, INC.Broker
Van Kampen/american Capital Distributors, INC.Broker
American Capital Marketing, INC.Broker
Invest Financial CorporationBroker
Marketing One Securities, INC.Broker
Advantage Capital CorporationBroker
State Registrations2 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.