Christopher
Sutherland
Appleton Partners, Inc
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About this Advisor
Christopher Sutherland is a certified financial planner who works in Boston, Massachusetts, who has 4 years of industry experience. Sutherland is an employee of Appleton Partners, Inc. During their career, the advisor has held roles at Tiaa-Cref Individual & Institutional Services, LLC, Tiaa and Appleton Partners, Inc. Sutherland maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in Massachusetts. Appleton Partners, Inc is an advisory business operating out of Boston, MA. It has $12 billion in assets under management across its 6,827 accounts, placing it among the biggest firms in the nation by assets under management. The firm provides financial advice to 16 charities and foundations. Of its 6,827 client accounts, just 8% are held by high-net-worth investors who have more than $1 million in assets available to invest. The advisory firm performs a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters and educational seminars. Financial advisory fee schedules depend on which service is provided. However, fees charged by Appleton Partners, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Appleton Partners, Inc Brokerage Details
$12,143,424,588
58
6,827
$1,778,735
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Christopher Sutherland Work History
Christopher has been registered as a financial advisor for 4 years.*
Appleton Partners, Inc
Tiaa-Cref Individual & Institutional Services, LLC
Tiaa
*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 Christopher Sutherland 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 Appleton Partners, Inc
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
