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John Leonard Rutter

TCP Asset Management, LLC

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About John Leonard Rutter

John Leonard Rutter is an Investment Advisor Representative with TCP Asset Management, LLC. John Rutter's career in the financial services industry spans over 2 years. John Rutter is licensed to provide investment advice in the state of Pennsylvania. John Rutter specializes in providing financial planning services. John Rutter also provides portfolio management services for individuals. John Rutter is a member of FINRA, the Financial Industry Regulatory Authority, and is subject to their rules and regulations. John Rutter has a Series 63 and a Series 65 license. John Rutter is also registered with the state of Pennsylvania. John Rutter also has a Series 6TO and a SIE license.

Firm Information

John Rutter is currently registered with TCP Asset Management, LLC. TCP Asset Management, LLC is an investment advisor registered with the SEC and located in UPPER ARLINGTON, OH. They manage approximately $641,790,572 in assets for 3,634 clients, including individuals, corporations, and high-net-worth individuals. They provide portfolio management services for both individuals and businesses, as well as financial planning and pension consulting. They do not have a wrap fee program.
TCP Asset Management, LLC

5000 HORIZONS DRIVE

UPPER ARLINGTON, OH 43220

$641.79M

Assets Under Management

Not reported

Total Clients

19

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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other

Solicitor's fees

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John Rutter’s Registration & Firm History

PA

08/21/2024 - Present

TCP Asset Management, LLC (Greensburg PA)

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Licenses & Designations

IA

Issued 07/11/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/19/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/19/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 08/12/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Leonard Rutter.
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