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.
Dustin Gray Suttle
- Title
- Co-Founderreportedsuttlecrossland.comfirm site, Sep 16, 2026
- Designations
- MBA, CFP, CRPC, AAMSreportedsuttlecrossland.comas printed on the bio page, Sep 16, 2026
- Founder
- “Dustin Suttle is a CERTIFIED FINANCIAL PLANNER™ professional and co-founder of Suttle Crossland Wealth Advisors, a fee-only fiduciary financial planning firm.”reportedsuttlecrossland.comthe sentence on the bio page
- Professional profile
- suttlecrossland.com/about-dustin-suttlereportedsuttlecrossland.comfirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Origin Investment Advisory LLC independent RIA currentsince Jul 19, 2022 · Cave Creek, Az
- Suttle Crossland Wealth Advisors, LLC independent RIA currentsince Mar 2, 2022 · Scottsdale, Az
- Vanguard Advisers, Inc. BD affiliatedApr 20, 2017 to Mar 9, 2022 · Scottsdale, Az
- Hsbc Securities (USA) Inc. BD affiliatedAug 5, 2016 to Mar 17, 2017 · Arlington, Va
- Usaa Financial Planning Services formerApr 10, 2008 to Aug 3, 2016 · Surprise, Az
- Wells Fargo Advisors wirehouseAug 9, 2007 to Feb 5, 2008 · Scottsdale, Az
- Wells Fargo Investments, LLC unclassifiedSep 27, 2005 to Jun 18, 2007 · Scottsdale, Az
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAug 19, 2003 to Feb 9, 2004 · Phoenix, Az
- Vanguard Advisers, Inc. to Suttle Crossland Wealth Advisors, LLCleft Mar 9, 2022, registered Mar 2, 2022 (-7 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- Hsbc Securities (USA) Inc. to Vanguard Advisers, Inc.left Mar 17, 2017, registered Apr 20, 2017 (34 days) · Other
- Usaa Financial Planning Services to Hsbc Securities (USA) Inc.left Aug 3, 2016, registered Aug 5, 2016 (2 days) · Other
- Wells Fargo Advisors to Usaa Financial Planning Servicesleft Feb 5, 2008, registered Apr 10, 2008 (65 days) · Wirehouse to a newly registered adviser (no RAUM reported yet)
- Wells Fargo Investments, LLC to Wells Fargo Advisorsleft Jun 18, 2007, registered Aug 9, 2007 (52 days) · Other
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Wells Fargo Investments, LLCleft Feb 9, 2004, registered Sep 27, 2005 (596 days) · Other
- Dustin Gray Suttle left Vanguard Advisers, Inc. for Suttle Crossland Wealth Advisors, Llc (registered 2022-03-02)Mar 9, 2022 · Advisor changed firm · fact
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address