President · Rutherford Asset Planning, Inc.
Suzzette B. Rutherford
CRD 1077488 · Named on Form ADV at one SEC-registered adviser
At a glance
Rutherford Asset Planning, Inc., an SEC-registered wealth manager based in Tampa, FL with $181 million in regulatory assets, lists Suzzette B. Rutherford on its Form ADV as President, a control person.
Firms and roles
- Rutherford Asset Planning, Inc.PresidentWealth manager · Tampa, FL · $181M in regulatory assets
AtlasMembers
Suzzette’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Ronald K. RutherfordBoard Member, Rutherford Asset Planning, Inc.
- Keith A. AmburgeyChief Executive Officer/chief Compliance Officer, Rutherford Asset Planning, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Suzzette’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.