Robert
Suttman

Eubel Brady & Suttman

CRD#2160035
Investment Advisor
in Miamisburg, OH

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About this Advisor

Robert Suttman is a chartered financial analyst who works out of Miamisburg, Ohio with 20 years of relevant experience. Suttman is an advisor for Eubel Brady & Suttman. They have been an employee of Eubel Brady & Suttman for all of their career. Suttman holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to work in Ohio and Texas. Eubel Brady & Suttman is an advisory company that has its headquarters in Miamisburg, OH. It controls $2 billion in assets under management between its 1,760 customer accounts, placing it among the biggest firms in the country by assets under management. The firm advises six charitable organizations. Of its 1,760 customer accounts, 34% are held by high-net-worth clients who have greater than $1 million in assets. The advisory firm has a number of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fee schedules typically depend on which service is offered. However, fee types billed by Eubel Brady & Suttman may include asset-based, performance-based and other fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Analyst

Years Registered*

20 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Performance-based Fees, Others

Office Location

10100 Innovation Drive Suite 410
Miamisburg, OH 45342

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Eubel Brady & Suttman Brokerage Details

Total Assets Under Management

$1,810,575,256

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

33

OH Average: 34
Total Number of Accounts

1,760

OH Average: 1,972
Average Account Size

$1,028,736

OH Average: $1,068,125

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Robert Suttman Work History

Robert has been registered as a financial advisor for 20 years.*

1993 - Present (31 years)

Ebs Asset Management

*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 Robert Suttman 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 Eubel Brady & Suttman

Egan Rosell
Miamisburg, OH
Dawn Kramer
Miamisburg, OH
Mary Hedrick
Miamisburg, OH
Matthew Dicicco
Miamisburg, OH
David Ray
Miamisburg, OH
Teresa King
Miamisburg, OH
Scott Lundy
Miamisburg, OH
Stephanie Warrick
Miamisburg, OH

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.

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