Trevor Shawn Sutterfield
Investment adviser representative at Sutterfield Financial Group, Inc.
29 yearsExperience
2 statesRegistered in
$274.4MFirm assets
21 yearsFirm in business
Are you Trevor Shawn Sutterfield? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
29 years in the industry.
- Purshe Kaplan Sterling InvestmentsDec 2007 to now
- AIG American General Life Insurance CompanyOct 2002 to now
- Sutterfield Financial Group, Inc.Jan 1997 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (OK, TX).
Sutterfield Financial Group, Inc.
$274.4MAssets managed
1,129Clients
7Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2236383
- Firm CRD
- 115652