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Eric Clifford Sutliff

Vanderbilt Advisory Services

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About Eric Clifford Sutliff

Eric Sutliff is a financial advisor with over 40 years of experience in the financial services industry. Eric is currently registered with Vanderbilt Advisory Services and is a Series 65, 63, 7 and 8 licensed professional. Eric is also a Series SIE licensed professional. Eric has held previous positions with Citigroup Global Markets Inc., Advest, Inc., Legg Mason Wood Walker, Incorporated, Richards, Lynch & Pegher, Inc., and Parker/Hunter Incorporated. Eric offers financial planning, portfolio management for businesses and individuals, and other advisory services.

Firm Information

Eric Sutliff is currently registered with Vanderbilt Advisory Services. Vanderbilt Advisory Services is an investment advisory firm headquartered in Woodbury, New York. They provide financial planning, portfolio management for individuals and businesses, and have over $1 billion to $10 billion in assets under management. They serve a wide range of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans.
Vanderbilt Advisory Services

125 FROEHLICH FARM BLVD.

WOODBURY, NY 11797

$1.62B

Assets Under Management

64

Total Clients

123

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.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Eric Sutliff’s Registration & Firm History

PA

09/19/2024 - Present

Vanderbilt Advisory Services (Saltsburg PA)

NY

04/30/1999 - 05/06/2005

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

CT

05/27/1994 - 05/21/1999

ADVEST, INC. (HARTFORD CT)

MD

01/05/1988 - 06/13/1994

LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)

NA

11/28/1986 - 06/05/1989

RICHARDS, LYNCH & PEGHER, INC.

NA

04/21/1983 - 12/05/1986

PARKER/HUNTER INCORPORATED

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Licenses & Designations

IA

Issued 11/14/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/08/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/01/1994

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/16/1983

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Eric Clifford Sutliff. Review regulatory record here.
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