Areas of Practice
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Number of Clients
Average Client Portfolio
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Fee Structure
Contact
Dustin Gray Suttle
Location
Cave Creek, AZ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Dustin owns Teluvo, LLC, involved in rental properties, web development/hosting, and e-commerce, dedicating minimal time. He is also a Managing Member and CCO of Suttle Crossland Wealth Advisors, LLC (nearly full-time), a hiring specialist for Simply Paraplanner LLC (minimal time), a financial planner for Origin Investment Advisory LLC (a few hours per week), and adjunct faculty at Scottsdale Community College (about a quarter of his time).
Employment History
Current Registrations
Origin Investment Advisory LLC
Suttle Crossland Wealth Advisors, LLC
Previous Registrations
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
Hsbc Securities (USA) INC.
Hsbc Securities (USA) INC.Broker
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Wells Fargo Investments, LLCBroker
Wells Fargo Investments, LLC
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch Pierce Fenner & Smith INC.
AXA Advisors, LLCBroker
State Registrations3 states
Exams
Additional Information
Outside of work, I’m an active member of the Phoenix Men’s Arts Council and a supporter of Arizona’s small business community through my membership in Local First Arizona. When I’m not working with clients, I enjoy traveling, overlanding through Arizona’s backcountry, and diving into research on behavioral finance and decision-making.