Cameron
Uttley

John E. Sestina And Company

CRD#7391171
Investment Advisor
in Columbus, OH

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About this Advisor

Cameron Uttley is a financial advisor based in Columbus, Ohio, working with John E. Sestina And Company. Cameron has previously held positions at John Sestina And Company, Mount Vernon Nazarene University, Retirement Strategies LTD, Giant Eagle Grocery, City Of Hilliard, and as a student. Cameron is registered to provide services in Ohio. Currently, Cameron is part of John E. Sestina And Company, which operates out of Columbus, Ohio. The firm has 2 offices and 19 employees. The firm manages assets totaling $547.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at John E. Sestina And Company includes asset-based and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1161 Bethel Road Suite 201
Columbus, OH 43220

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John E. Sestina And Company Brokerage Details

Total Assets Under Management

$546,979,258

OH Average: $2,106,341,625
Total Number of Employees

19

OH Average: 34
Total Number of Accounts

2,616

OH Average: 1,972
Average Account Size

$209,090

OH Average: $1,068,125

Investment Advisory Services

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

Cameron Uttley Work History

2021 - Present (3 years)

John Sestina And Company

2020 - 2021 (1 year)

Retirement Strategies LTD

2019 - 2021 (2 years)

Mount Vernon Nazarene University

2019 - 2020 (1 year)

Giant Eagle Grocery

2019 - 2019 (< 1 year)

City Of Hilliard

2019 - 2019 (< 1 year)

Student

2018 - 2019 (1 year)

Student

2018 - 2018 (< 1 year)

City Of Hilliard

2018 - 2018 (< 1 year)

Student

2016 - 2018 (2 years)

Giant Eagle Grocery

2011 - 2016 (5 years)

Student

Disclosures

Please visit the SEC profile of Cameron Uttley 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 John E. Sestina And Company

Spencer Hagar
Columbus, OH
Robert Aaron Hammack
Columbus, OH
Craig Constantinovich
Columbus, OH
Cameron Uttley
Columbus, OH
Kimberly Wirtz
Columbus, OH
Tyler Cook
Columbus, OH
Stephen Lukan
Columbus, OH
Anthony Payne
Columbus, OH

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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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.

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