Suzanne Mestayer has been Manager/Managing Principal/Chief Compliance Officer of ThirtyNorth Investments since September 2010, is a control person of the firm and directly owns under 5% of it. Suzanne Mestayer studied at Louisiana State University.
Thirtynorth Investments, LLC is a New Orleans, LA firm with $468M under management, 238 clients and 5 advisers in one office, as of its March 2026 filing.
Suzanne Mestayer is Managing Principal of ThirtyNorth Investments. She serves on the firm's Investment Committee. Before ThirtyNorth Investments she held executive leadership roles in banking and public accounting, and as a partner at Arthur Andersen & Co was a member of the firm's national Estate and Gift specialty team.
Suzanne Mestayer’s longest registration is the current one, 15 years at ThirtyNorth Investments since 2010. Before joining ThirtyNorth Investments in 2010, Suzanne Mestayer was registered through Wealth Planners, LLC.
- Thirtynorth Investments, LLCCurrent– present · 15 yearsNew Orleans, LA · Adviser representative · Firm CRD 155355
- Wealth Planners, LLC– · under a yearBaton Rouge, LA · Adviser representative · Firm CRD 112355
Professional designations
Listed by ThirtyNorth Investments
- Certified Investment Management Analyst® (CIMA®)
Investment adviser representative registrations
Suzanne Mestayer is registered as an investment adviser representative in 2 states. The first approvals date from December 2010; the most recent is Texas, in January 2011.
- LouisianaSince 17 December 2010
- TexasSince 12 January 2011
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 28 January 2010 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Suzanne Trappey Mestayer
- CRD
- 5845327
- Firm
- ThirtyNorth Investments · CRD 155355
- Role
- Manager/Managing Principal/Chief Compliance Officer
- Office
- 1460 ENERGY CENTRE, 1100 POYDRAS ST., New Orleans, LA 70163
- Registration
- Investment adviser registration
- In the industry since
- October 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- thirtynorth.com
Where does Suzanne Mestayer work?
Suzanne Mestayer has been Manager/Managing Principal/Chief Compliance Officer of Thirtynorth Investments, LLC since September 2010, and is a control person of the firm.
Is Suzanne Mestayer a financial advisor?
Yes. Suzanne Mestayer has a current investment-adviser registration in Louisiana and Texas, through ThirtyNorth Investments since December 2010.
How many years of experience does Suzanne Mestayer have?
Suzanne Mestayer has 16 years in the financial industry, since October 2010, across 2 adviser firms.
What exams has Suzanne Mestayer passed?
Suzanne Mestayer passed the Series 65 in January 2010.
Where did Suzanne Mestayer work before ThirtyNorth Investments?
Before ThirtyNorth Investments, Suzanne Mestayer was registered through Wealth Planners, LLC, September 2010 to November 2010.
Where is Suzanne Mestayer based?
Suzanne Mestayer’s registered office is in New Orleans, LA.
Is Suzanne Mestayer registered with FINRA?
No. Suzanne Mestayer has no current broker registration.
How can I verify Suzanne Mestayer’s record?
Search CRD 5845327 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Suzanne Mestayer’s full registration record.
