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Jill Waine Sutt

Mariner

State College, PA

CRD 3150113

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Employer firm

Mariner CRD 140195

$125B regulatory AUM 216 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Mariner

5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2018-03-12
  • PA RA
    APPROVED
    Since 2018-03-12

Branch Locations

1375 Martin St., Suite 200, State College, PA 16803 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Vantage Investment Advisors State College PA 01/2000 09/2018
Mariner Wealth Advisors, Llc State College PA 03/2018 Present
  • 01/2000 → 09/2018
    Vantage Investment Advisors
    State College, PA
  • 03/2018 → Present
    Mariner Wealth Advisors, Llc
    State College, PA
Previous Registrations
  • 2015-03-30 → 2018-10-11
    Mariner Wealth Advisors
    State College, PA
    State College, PA
  • 2000-05-12 → 2015-03-30
    Art Investment Partners, Llc
    State College, PA
    State College, PA
    State College, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1999-11-24
  • S66 Uniform Combined State Law Examination
    1999-11-24
Other Names
  • Jill Waine Stonebraker

View on SEC IAPD

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