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Brent Rhudy Sutherland

Financial planning for financial independence

Ntellivest
OWNER, CCO

Pittsburgh

PA

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Comprehensive Financial Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses

Funds

Firm Client types

There is no client type data to display at this time.

Qualifications

Experience

No timeline events available.
Employer Years Dates
Ntellivest, LLC 2 years, 8 months Feb 2017 - Present
Fragasso Financial Advisors 3 years, 3 months Oct 2013 - Jan 2017
Lpl Financial, LLC 3 years, 3 months Oct 2013 - Jan 2017
The Bank of New York Mellon 2 years, 6 months Apr 2011 - Oct 2013
The Bank of New York Mellon 2 years, 9 months Jul 2008 - Apr 2011

Designations & Memberships

  • American Association of Individual Investors
    Membership
    American Association of Individual Investors
    The American Association of Individual Investors is a nonprofit organization with about 150,000 members whose purpose is to educate individual investors regarding stock market portolios, financial planning, and retirement accounts.
  • National Association of Personal Financial Advisors
    Membership
    National Association of Personal Financial Advisors
    NAPFA, the National Association of Personal Financial Advisors, is the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. Consumers and the media look to NAPFA for access to financial advisors who meet the highest standards for professional competency, comprehensive financial planning and Fee-Only compensation.
  • XY Planning Network
    Membership
    XY Planning Network
    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
  • Accredited Investment Fiduciary
    Designation
    Accredited Investment Fiduciary
    The Accredited Investment Fiduciary® (AIF®) designation represents a thorough knowledge of and ability to apply the fiduciary practices.
  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Nov 24, 2018
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Nov 24, 2018
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Ntellivest

Last updated on April 10, 2017
    • N/A
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • N/A
      Accounts
    • N/A
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements