Suzanne
Mestayer
Thirtynorth Investments, LLC
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About this Advisor
Suzanne Mestayer is a financial advisor who works out of New Orleans, Louisiana, with a total of 13 years of industry experience. Mestayer is currently employed by Thirtynorth Investments, LLC. Throughout their career, Mestayer has worked at Advisean Partners, LLC and Thirtynorth Investments, LLC. Mestayer holds a Series 65 license, certifying them as an investment advisor representative, and can work in Louisiana and Texas. Thirtynorth Investments, LLC is a firm that has its headquarters in New Orleans, LA. The company has a total of six financial advisors. It controls $236 million in total assets between its 319 customer accounts, placing it among the mid-sized firms in the nation by assets under management. The firm advises four charitable organizations. Of its 319 accounts, 34% belong to high-net-worth investors who have at least $1 million in assets available to invest. The firm performs a few services, including financial planning services and portfolio management for individuals and small businesses. A financial advisor's fees are based on the financial services. Fee types billed by Thirtynorth Investments, LLC most likely are comprised of some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Thirtynorth Investments, LLC Brokerage Details
$236,280,000
6
319
$740,690
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Suzanne Mestayer Work History
Suzanne has been registered as a financial advisor for 13 years.*
Thirtynorth Investments, LLC
Advisean Partners, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Suzanne Mestayer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Thirtynorth Investments, LLC
New Orleans, LA
New Orleans, LA
Covington, LA
New Orleans, LA
New Orleans, LA
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