Suzie
Sawyer

Stifel Independent Advisors, LLC

CRD#2065686
Investment Advisor
in Gulfport, MS

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About this Advisor

Suzie Sawyer is a financial advisor based in Gulfport, Mississippi, working with Stifel Independent Advisors, LLC. Suzie has previously held a position at Stifel Independent Advisors, LLC. Suzie has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Mississippi and Texas. Currently, Suzie is part of Stifel Independent Advisors, LLC, which operates out of Gulfport, Mississippi. The firm has 79 offices and 190 employees. The firm manages assets totaling $3.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Stifel Independent Advisors, LLC includes asset-based, fixed, and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

2304 14Th Street
Gulfport, MS 39501

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Stifel Independent Advisors, LLC Brokerage Details

Total Assets Under Management

$3,556,518,775

MS Average: $11,469,110,461
Total Number of Employees

190

MS Average: 458
Total Number of Accounts

9,973

MS Average: 33,415
Average Account Size

$356,615

MS Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Suzie Sawyer Work History

2006 - Present (18 years)

Stifel Independent Advisors, LLC

Disclosures

Please visit the SEC profile of Suzie Sawyer 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 Stifel Independent Advisors, LLC

Matthew Frate
Saint Louis, MO
Steven Sabol
Edinboro, PA
Jarriet Bluitt
Saint Louis, MO
Mary Steele
Landrum, SC
Dane Lucero
Saint Louis, MO
Clay Jones
Saint Louis, MO
Zakary Tomlin
Saint Petersburg, FL
Matthew Schroeder
Saint Louis, MO

The content in this profile was updated by SmartAsset on 6/19/2024. 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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