Douglas
Suhr
Whitener Capital Management, Inc
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About this Advisor
Douglas Suhr is a financial advisor based in Middletown, Rhode Island, working with Whitener Capital Management, Inc. Douglas has previously held positions at Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, Mercer Global Advisors Inc, and Whitener Capital Management, Inc. Douglas has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina and Rhode Island. Currently, Douglas is part of Whitener Capital Management, Inc, which operates out of Middletown, Rhode Island. The firm has 2 offices and 10 employees. The firm manages assets totaling $409.2 million 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, and portfolio management for institutional clients. The fee structure at Whitener Capital Management, Inc includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Whitener Capital Management, Inc Brokerage Details
$409,230,584
10
1,284
$318,715
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Douglas Suhr Work History
Whitener Capital Management, Inc
Mercer Global Advisors Inc
Mercer Global Advisors Inc
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Disclosures
Please visit the SEC profile of Douglas Suhr 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 Whitener Capital Management, Inc
Rocky Mount, NC
Middletown, RI
Rocky Mount, NC
Cary, NC
Rocky Mount, NC
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