Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sawyer? Claim Your ProfileSawyer Sutter is an Investment Advisor Representative with Morgan Stanley, a firm with over 10 billion dollars in assets under management. Sawyer has been in the industry since September of 2022. Sawyer has Series 66, Series 65, Series 7TO, and SIE licenses. Sutter has worked in Naples, FL, and Tampa, FL. Morgan Stanley provides investment advice to individuals, insurance companies, investment companies, charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities. They also provide financial planning, pension consulting, and educational seminars. Sawyer Sutter is registered in 41 states and the District of Columbia.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
12/22/2022 - Present
Morgan Stanley (Naples FL)
BOTH
Issued 12/08/2022
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/01/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/27/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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