Suzanne
Kellogg

Torray Investment Partners LLC

CRD#4966433
Investment Advisor
in Bethesda, MD

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About this Advisor

Suzanne Kellogg is a financial advisor working in Bethesda, Maryland who has 6 years of relevant experience. Kellogg is on the advisory team at Torray Investment Partners LLC. Over the course of their career, Kellogg has held roles at Tamro Capital Partners LLC, Torray LLC and Finra. Kellogg maintains a Series 65 license, qualifying them as an investment advisor representative, and is approved to operate in Maryland. Torray Investment Partners LLC is a financial advisory company headquartered in Bethesda, MD. It has a total of 11 financial advisors. It controls $581 million in assets under management among its 393 client accounts, making it one of the larger firms in the United States by assets under management. The firm provides services to five charitable organizations. Of its 393 customer accounts, just 12% are held by high-net-worth individuals who have greater than $1 million in investable assets. The firm offers a set of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies and portfolio management for institutional clients. Financial management fee schedules largely depend on which services the firm provides the client. Fees charged by Torray Investment Partners LLC typically consist of asset-based fees.

Certifications and Registrations

Series 65

Years Registered*

6 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

7501 Wisconsin Avenue Suite 750W
Bethesda, MD 20814-6523

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Torray Investment Partners LLC Brokerage Details

Total Assets Under Management

$581,045,852

MD Average: $6,889,882,315
Total Number of Employees

11

MD Average: 45
Total Number of Accounts

393

MD Average: 765
Average Account Size

$1,478,488

MD Average: $9,006,382

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients

Suzanne Kellogg Work History

Suzanne has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Torray LLC

2016 - 2016 (< 1 year)

Torray LLC

2016 - 2017 (1 year)

Finra

2008 - 2016 (8 years)

Tamro Capital 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 Kellogg 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 Torray Investment Partners LLC

Letitia Scalise
Bethesda, MD
Shawn Hendon
Bethesda, MD
Jeffrey Lent
Naples, FL
Suzanne Kellogg
Bethesda, MD
Brian Zaczynski
Bethesda, MD
James Bailey
Bethesda, MD

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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