John Utley is a CFP-designated registered investment advisor, based in Stamford, CT, with 4 years of industry experience.
Location
400 Atlantic Street, Floor 10, Suite 1020, Stamford, CT, 06901-3512
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John is an Investment Advisor Representative at Steward Partners Investment Advisory, LLC and an affiliate/financial advisor at Sullender Utley Financial Group, but dedicates no time to either. He also educates government employees about retirement planning through the National Institute of Transitional Planning Educational Seminars (NITP), spending minimal time on this activity.
Employment History
Current Registrations
Steward Partners Investment Solutions, LLCBroker
Steward Partners Investment Advisory, LLC
Previous Registrations
Raymond James Financial Services, INC.Broker
State Registrations42 states
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