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Bryce Jay Sutton

Summit Global Investments, LLC

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About Bryce Jay Sutton

Bryce Jay Sutton is a financial advisor with Summit Global Investments, LLC. Bryce has been in the financial industry since 1996 and has a Series 7, Series 31, Series 63, and Series 65 license. Bryce has experience providing investment advice to a variety of clients, including individuals, corporations, and institutions. Bryce is committed to providing clients with personalized financial advice and helping them reach their financial goals.

Firm Information

Bryce Sutton is currently registered with Summit Global Investments, LLC. Summit Global Investments, LLC is an investment advisor based in Bountiful, Utah. They provide financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. The firm also offers analytical services and manages approximately $2 billion in assets for over 6,100 clients.
Summit Global Investments, LLC

620 SOUTH MAIN STREET

BOUNTIFUL, UT 84010

$2.03B

Assets Under Management

Not reported

Total Clients

86

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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analytical services.

Analytical services.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Bryce Sutton’s Registration & Firm History

UT

07/10/2018 - Present

Summit Global Investments, LLC (BOUNTIFUL UT)

CA

09/06/2007 - 06/07/2011

KOTAK MAHINDRA, INC. (SANTA CLARA CA)

NY

01/14/2000 - 01/09/2006

LYNCH, JONES & RYAN, INC. (NEW YORK NY)

CA

11/11/1998 - 01/14/2000

SIFE (WALNUT CREEK CA)

IA

05/07/1998 - 12/31/1998

LOCUST STREET SECURITIES, INC. (DES MOINES IA)

NY

10/02/1996 - 01/14/1998

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

IA

Issued 10/17/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/09/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/21/1996

Series 31 - Futures Managed Funds Examination

BC

Issued 10/01/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bryce Jay Sutton.
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