Taylor Sutterfield has been an investment adviser representative at Aquire Wealth Advisors since September 2021, and is not listed among the firm’s executive officers or direct owners. Taylor Sutterfield holds a Master's degree in Accounting from Brigham Young University.
Aquire Wealth Advisors, LLC is a Salt Lake City, UT firm with $504M under management, 768 clients and 9 advisers across 2 offices, as of its June 2026 filing.
Taylor Sutterfield is Senior Financial Advisor of Dentist Advisors. He works with dentists at every stage of their career, from students and associates to practice owners and those entering retirement. His work centers on student loan repayment, evaluating practice purchase opportunities and building investment strategies. He began his career as a financial advisor in 2018.
- Dentist AdvisorsCurrent– present · 5 yearsSalt Lake City, UT · Adviser representative · Firm CRD 149559
Investment adviser representative registrations
Taylor Sutterfield is registered as an investment adviser representative in 2 states. The first approvals date from September 2021; the most recent is Texas, in October 2023.
- TexasSince 24 October 2023
- UtahSince 9 September 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 8 September 2021 |
| Series 63 | Uniform Securities Agent State Law Examination | 30 November 2018 |
| SIE | Securities Industry Essentials Examination | 13 October 2018 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 12 October 2018 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Taylor Kevin Sutterfield
- CRD
- 6892490
- Firm
- Aquire Wealth Advisors · CRD 149559
- Office
- 6440 S WASATCH BLVD., SUITE 215, Salt Lake City, UT 84121
- Registration
- Investment adviser registration
- In the industry since
- April 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- dentistadvisors.com
Where does Taylor Sutterfield work?
Taylor Sutterfield is an investment adviser representative registered through Aquire Wealth Advisors, LLC since September 2021, and is not listed among the firm’s executive officers or direct owners.
Is Taylor Sutterfield a financial advisor?
Yes. Taylor Sutterfield has a current investment-adviser registration in Texas and Utah, through Aquire Wealth Advisors since September 2021.
How many years of experience does Taylor Sutterfield have?
Taylor Sutterfield has 6 years in the financial industry, since April 2020, across 1 adviser firm.
What exams has Taylor Sutterfield passed?
Taylor Sutterfield has passed 4 licensing exams: the Series 6, SIE, Series 63 and Series 65. The earliest, the Series 6, was passed in October 2018.
Where is Taylor Sutterfield based?
Taylor Sutterfield’s registered office is in Salt Lake City, UT.
Is Taylor Sutterfield registered with FINRA?
No. Taylor Sutterfield has no current broker registration.
How can I verify Taylor Sutterfield’s record?
Search CRD 6892490 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Taylor Sutterfield’s full registration record.
