GS
ChFC
GS
ChFC

Gosia Sutcliffe

2 Years of Experience
Easton, PA
Broker

Gosia Sutcliffe is a ChFC-designated registered investment advisor, based in Easton, PA, with 2 years of industry experience.

Location

Easton, PA

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Capfinancial Securities, LLC.Broker
July 2024 - Present · 1 yr 10 mos
Capfinancial Securities, LLC.
July 2024 - Present · 1 yr 10 mos
Captrust
October 2023 - Present · 2 yrs 7 mos
State Registrations1 state
PA
Advisor

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.

Exams
No exam information available for this advisor.
Gosia Sutcliffe - Financial Advisor | TrueAdvisor