Dustin Suttle has been CCO of Suttle Crossland Wealth Advisors since November 2021, is a control person of the firm and directly owns between 50% and 75% of it. Dustin Suttle holds a Bachelor of Science in Business Administration from Troy University, a Master of Business Administration from Columbia College and a Certificate in Financial Planning from Boston University.
Suttle Crossland Wealth Advisors, LLC is a Scottsdale, AZ firm with $101M under management, 53 clients and 2 advisers across 4 offices, as of its May 2026 filing.
Dustin Suttle is Co-Founder, Planning Pro of Suttle Crossland Wealth Advisors, LLC. With more than twenty years of experience in the financial services industry, he helps near-retirees, retirees and business owners with retirement, investments, taxes, estate planning, insurance and long-term financial strategy. He serves on the Public Policy Committee and the West Region Board of the National Association of Personal Financial Advisors and previously served as an adjunct professor teaching investments at Scottsdale Community College.
Dustin Suttle’s longest registration was 8 years at Usaa Financial Planning Services (2008–2016). Before joining Suttle Crossland Wealth Advisors in 2022, Dustin Suttle was registered through Vanguard Advisers, Inc. and HSBC Securities (USA) Inc.
- Origin Investment Advisory LLCAlso current– present · 4 yearsCave Creek, AZ · Adviser representative · Firm CRD 305353
- – present · 4 yearsScottsdale, AZ · Adviser representative · Firm CRD 318700
- Vanguard Advisers, Inc.– · 4 yearsScottsdale, AZ · Adviser representative · Firm CRD 106715
- HSBC Securities (USA) Inc.– · under a yearWashington, DC · Adviser representative · Firm CRD 19585
- Usaa Financial Planning Services– · 8 yearsBethesda, MD · Adviser representative · Firm CRD 106352
- Wachovia Securities, LLC– · under a yearScottsdale, AZ · Adviser representative · Firm CRD 19616
- Wells Fargo Investments, LLC– · 1 yearPhoenix, AZ · Adviser representative · Firm CRD 10582
- Merrill Lynch Pierce Fenner & Smith Inc.– · under a yearPhoenix, AZ · Adviser representative · Firm CRD 7691
Professional designations
Listed by Suttle Crossland Wealth Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Retirement Planning Counselor℠ (CRPC®)
- Accredited Asset Management Specialist℠ (AAMS®)
Investment adviser representative registrations
Dustin Suttle is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from March 2022; the most recent is California, in January 2025.
- ArizonaSince 2 March 2022
- CaliforniaSince 28 January 2025
- TexasResidentSince 11 May 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 15 January 2003 |
| Series 7 | General Securities Representative Examination | 26 December 2002 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Dustin Gray Suttle
- CRD
- 4607086
- Firm
- Suttle Crossland Wealth Advisors · CRD 318700
- Role
- CCO
- Office
- 20715 N PIMA ROAD, SUITE 108, Scottsdale, AZ 85255
- Registration
- Investment adviser registration
- In the industry since
- January 2005
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- suttlecrossland.com
Where does Dustin Suttle work?
Dustin Suttle has been CCO of Suttle Crossland Wealth Advisors, LLC since November 2021, and is a control person of the firm.
Is Dustin Suttle a financial advisor?
Yes. Dustin Suttle has a current investment-adviser registration in Arizona, California and Texas, through Suttle Crossland Wealth Advisors since March 2022.
How many years of experience does Dustin Suttle have?
Dustin Suttle has 21 years in the financial industry, since January 2005, across 8 adviser firms.
What exams has Dustin Suttle passed?
Dustin Suttle has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in December 2002. FINRA credited Dustin Suttle with the SIE, which began in October 2018.
Where did Dustin Suttle work before Suttle Crossland Wealth Advisors?
Before Suttle Crossland Wealth Advisors, Dustin Suttle was registered through HSBC Securities (USA) Inc., August 2016 to March 2017; Usaa Financial Planning Services, April 2008 to August 2016; Wachovia Securities, LLC, August 2007 to February 2008; Wells Fargo Investments, LLC, September 2005 to June 2007; Merrill Lynch Pierce Fenner & Smith Inc., August 2003 to February 2004.
Where is Dustin Suttle based?
Dustin Suttle’s registered office is in Scottsdale, AZ.
Is Dustin Suttle registered with FINRA?
No. Dustin Suttle has no current broker registration.
Is Dustin Suttle a CFP?
Suttle Crossland Wealth Advisors lists Dustin Suttle with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Dustin Suttle’s record?
Search CRD 4607086 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Dustin Suttle’s full registration record.