Joseph Matthew Sutphin
Investment adviser representative at Lombard Advisers Incorporated
13 yearsExperience
1 stateRegistered in
$669.8MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Lombard Advisers IncorporatedJul 2022 to now
- Lombard Securities IncorporatedJan 2022 to now
- Gary Collier & AssociatesJul 2021 to now
- National Bank of BlacksburgJul 2017 to Jul 2021
- Macado's RestaurantMay 2017 to Jul 2017
- Hampden-sydney CollegeAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (VA).
Lombard Advisers Incorporated
$669.8MAssets managed
985Clients
33Advisers
7 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
- 7495163
- Firm CRD
- 108231