DFX Intelligence
Advisors
Advisors registered through Private Client Services, LLCAbout this listEvery person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations.Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
57 advisors
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Robert Scott Sutherland dual registrant | Private Client Services, LLC BD affiliated | Oakbrook Terrace, Il | Jul 16, 2010 | 21 y | 2 | 1 |
| Peter Topping Certified Financial Planner, Chartered Financial Consultant · dual registrant | Private Client Services, LLC BD affiliated | New York, Ny | Feb 1, 2021 | 24 y | 1 | 1 |
| Bruce Stephen Udell Chartered Financial Consultant · dual registrant | Private Client Services, LLC BD affiliated | Sarasota, Fl | Nov 24, 2025 | 50 y | 3 | 1 |
| J••••• E••• U•••• Certified Financial Planner · dual registrant | P•••••• C••••• S•••••••• L•• BD affiliated | Maitland, Fl | Jan 23, 2026 | 25 y | 2 | 1 |
| J••• M• V•••• V•••• dual registrant | P•••••• C••••• S•••••••• L•• BD affiliated | Kaukauna, Wi | Mar 26, 2018 | 22 y | 5 | 1 |
| R••••• F•••• V•••••• dual registrant | P•••••• C••••• S•••••••• L•• BD affiliated | Raritan, Nj | May 12, 2010 | 30 y | 2 | 1 |
| M••• P•••••• W•••• dual registrant | P•••••• C••••• S•••••••• L•• BD affiliated | Louisville, Ky | Nov 27, 2013 | 44 y | 0 | 1 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
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