Christine
Utter

Suntrust Advisory Services, Inc

CRD#2856967
Investment Advisor
in Atlanta, GA
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About this Advisor

Christine Utter is a certified financial planner working in Atlanta, Georgia, who has been in the financial industry for 21 years. Utter is on the advisory team at Suntrust Advisory Services, Inc. Throughout their career, they have worked at Suntrust Advisory Services LLC and Suntrust Investment Services, Inc. Utter has Series 63 and Series 66 licenses, qualifying them as a securities representative, and can serve investors in Florida. Suntrust Advisory Services, Inc is a financial advisory company headquartered in Atlanta, Georgia. The company has offices in 1,572 locations and a total of 1,539 advisors. It has $19 billion in assets under management across its 41,105 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises 54 charities and foundations. Of its 41,105 client accounts, 15% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The company performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, publication of newsletters and other services. Fees for financial advice largely vary depending on which services the firm provides the client. Fee types charged by Suntrust Advisory Services, Inc most likely include asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

21 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Other

Fee Structure

Percentage of Assets, Hourly Charges

Disclosures

No

Office Location

303 Peachtree Center Avenue P and S - Suite 140
Atlanta, GA 30303

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Suntrust Advisory Services, Inc Brokerage Details

Total Assets Under Management

$20,406,183,375

GA Average: $3,570,121,308
Total Number of Employees

1,571

GA Average: 58
Total Number of Accounts

47,014

GA Average: 1,608
Average Account Size

$434,045

GA Average: $2,220,225

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Other

Christine Utter Work History

Christine has 21 years of experience.

2016 - Present (3 years)

Suntrust Advisory Services LLC

1997 - Present (22 years)

Suntrust Investment Services, Inc

Disclosures

Christine Utter has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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