Cole Sutton has been an investment adviser representative at Your Ia since September 2026, and is not listed among the firm’s executive officers or direct owners.
Your Ia, LLC is a St. George, UT firm with $107M under management, 190 clients and 15 advisers across 20 offices, as of its August 2026 filing.
Cole Sutton’s longest registration was 2 years at Summit Global Investments, LLC (2022–2025). Before joining Your Ia in 2026, Cole Sutton was registered through Summit Global Investments, LLC.
- Your Ia, LLCCurrent– present · under a yearSaratoga Springs, UT · Adviser representative · Firm CRD 338535
- Summit Global Investments, LLC– · 2 yearsBountiful, UT · Adviser representative · Firm CRD 157091
Investment adviser representative registrations
Cole Sutton is registered as an investment adviser representative in Utah, since September 2026.
- UtahSince 30 September 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 26 August 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Cole James Sutton
- CRD
- 7612841
- Firm
- Your Ia · CRD 338535
- Office
- Saratoga Springs, UT
- Registration
- Investment adviser registration
- In the industry since
- May 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Cole Sutton work?
Cole Sutton is an investment adviser representative registered through Your Ia, LLC since September 2026, and is not listed among the firm’s executive officers or direct owners.
Is Cole Sutton a financial advisor?
Yes. Cole Sutton has a current investment-adviser registration in Utah, through Your Ia since September 2026.
How many years of experience does Cole Sutton have?
Cole Sutton has 2 years in the financial industry, since May 2024, across 2 adviser firms.
What exams has Cole Sutton passed?
Cole Sutton passed the Series 65 in August 2022.
Where did Cole Sutton work before Your Ia?
Before Your Ia, Cole Sutton was registered through Summit Global Investments, LLC, August 2022 to January 2025.
Where is Cole Sutton based?
Cole Sutton’s registered office is in Saratoga Springs, UT.
Is Cole Sutton registered with FINRA?
No. Cole Sutton has no current broker registration.
How can I verify Cole Sutton’s record?
Search CRD 7612841 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Cole Sutton’s full registration record.