Gosia
Sutcliffe
Captrust
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About this Advisor
Gosia Sutcliffe is a financial advisor based in Easton, Pennsylvania, working with Captrust. Gosia has previously held positions at Capfinancial Securities LLC, Mfp Strategies, and Capfinancial Partners LLC (Captrust). Gosia is registered to provide services in Pennsylvania. Currently, Gosia is part of Captrust, which operates out of Easton, Pennsylvania. The firm has 69 offices and 1,554 employees. The firm manages assets totaling $852.2 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 pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and publication of newsletters. The fee structure at Captrust includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Captrust Brokerage Details
$852,173,054,617
1,554
100,603
$8,470,653
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
Gosia Sutcliffe Work History
Capfinancial Securities LLC
Capfinancial Partners LLC (Captrust)
Mfp Strategies
Disclosures
Please visit the SEC profile of Gosia Sutcliffe to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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