DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Cherish Annhee Sutull
Certified Financial Planner · Chartered Financial Analyst
Feed of 09/14/2026
Also filed as Cherish Ann Hee Carroll
At current firm
5 y
since Jun 16, 2021
In the industry
28 y
since Jul 17, 1998 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Blue Water Wealth independent RIA currentsince Jun 16, 2021 · Seattle, Wa
- Paracle Advisors LLC formerJun 25, 2013 to Nov 4, 2020 · Mercer Island, Wa
- Bmo Family Office, LLC bank affiliatedMar 12, 2010 to Jun 4, 2013 · Seattle, Wa
- Lnw formerAug 19, 2008 to Dec 4, 2009 · Seattle, Wa
Moves
a registration end followed by a registration begin elsewhere
- Paracle Advisors LLC to Blue Water Wealthleft Nov 4, 2020, registered Jun 16, 2021 (224 days) · RIA to RIA
- Bmo Family Office, LLC to Paracle Advisors LLCleft Jun 4, 2013, registered Jun 25, 2013 (21 days) · Other
- Lnw to Bmo Family Office, LLCleft Dec 4, 2009, registered Mar 12, 2010 (98 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address