linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Robert John Suttman

Eubel Brady & Suttman

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Robert? Claim Your Profile

About Robert John Suttman

Robert Suttman is an Investment Advisor Representative at Eubel Brady & Suttman and has been in the industry since 1991. Robert is registered in Ohio and Texas. The firm offers a variety of investment advisory services including financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles, as well as pension consulting and selection of other advisors. Robert is a Chartered Financial Analyst and is an active member of the investment industry.

Firm Information

Robert Suttman is currently registered with Eubel Brady & Suttman. Eubel Brady & Suttman, based in Miamisburg, Ohio, is an investment advisory firm managing over $1.97 billion in assets. They provide financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles, as well as pension consulting and selection of other advisors. The firm serves a diverse clientele, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
Eubel Brady & Suttman

10100 INNOVATION DRIVE

MIAMISBURG, OH 45342

$1.98B

Assets Under Management

14

Total Clients

12

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

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.

check

percentage of assets

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

check

performance-based fees

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

check

other

Other fees may apply as disclosed in certain offering documents.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Robert Suttman’s Registration & Firm History

OH

10/08/1993 - Present

Eubel Brady & Suttman (DAYTON OH)

Not sure if Robert John Suttman is right for you?

Licenses & Designations

BC

Issued 08/11/1992

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 06/26/1991

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/25/1991

Series 2 - Non-Member General Securities Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert John Suttman.
Not sure if Robert John Suttman is right for you?