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Eric Clifford Sutliff

Advisor at Vanderbilt Advisory Services — Saltsburg, PA

Updated today

Credentials

Series 63, Series 65

Experience

43 years

Location

Saltsburg, PA 15681

Vanderbilt Advisory Services logo

Vanderbilt Advisory Services

Multi-team

Total advisors

157

Across 98 offices

Clients per advisor

39 Low

Avg AUM per client

$327,118 Low

HNW client ratio

6% Low

About

Eric Sutliff is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. His prior work includes roles at Uber, Grove Point Investments, Horizon Transport, Delta Global Services, and H. Beck, Inc. He also works as an independent contractor driver for vehicle transport and rideshare services. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm emphasizes strategic asset allocation and combines fundamental, technical, and charting analysis, with a notable integration of retirement-plan and benefits firms supporting pension consulting and plan administration.

Client services

Based on Vanderbilt Advisory Services

Financial planning Portfolio management

Expertise

Based on Vanderbilt Advisory Services

Wealth management Active portfolio management Tax-loss harvesting General estate planning guidance

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Fee options

Fixed

Annual Planning Service charged as a flat dollar amount, agreed upon in advance with client

Percentage

$0 - $249,999: 2.75% $250,000 - $499,999: 2.65% $500,000 - $999,999: 2.50% $1,000,000 - $4,999,999: 2.40% $5,000,000+: 2.40%

Project-based

Hourly financial planning/consulting fees charged as a flat rate per hour, amount depends on location and experience of Advisor Representative

Other

Account minimum: No minimum asset or income requirements to be a client Minimum fee: Minimum annual management fee is $90.00

Location

See office

Saltsburg, PA

412 Salt Street

Saltsburg PA 15681

Advisors at this office

1

Most active in

Pennsylvania

Work history

43 years of industry experience

Vanderbilt Financial Group

2024 - Present • 2 years

Woodbury, NY

Uber

2021 - 2024 • 3 years

Saltsburg, PA

Grove Point Investments, LLC

2021 - 2024 • 3 years

Rockville, MD

Grove Point Advisors, LLC

2021 - 2024 • 3 years

Rockville, MD

Horizon Transport

2020 - 2024 • 4 years

Wakarusa, IN

Plum School Distric

2020 - 2022 • 2 years

New Kensington, PA

Delta Global Services

2009 - Present • 17 years

Findley Township, PA

H. Beck, Inc.

2005 - 2021 • 16 years

Rockville, MD

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Robert R

Series 66

Latrobe, PA

Rodino Wealth Management LLC

Robert Rodino Jr. is the founder and sole advisor of Rodino Wealth Management LLC, an independent advisory firm based in Latrobe, PA. He holds a Series 66 designation and has two years of experience in the financial industry, including prior work with Ameriprise. In addition to his advisory role, Rodino maintains a licensed insurance agent activity with limited time devoted to insurance sales. Rodino Wealth Management LLC provides discretionary and non-discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm tailors investment strategies to client goals and risk tolerances, conducts quarterly reviews including rebalancing and tax-loss harvesting, and manages each account separately through a designated custodian.

General estate planning guidance Charitable giving & philanthropy
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Craig E

CFP®, Series 63, Series 65

Irwin, PA

CS Ellis

Craig Ellis is a CFP® professional with 18 years of industry experience. He is currently the principal of CS Ellis and has been involved with Centauri Advisory Group, Inc. since 2012, serving as COO and CCO while also working as an investment adviser representative. In addition to his advisory roles, Ellis is licensed to sell various insurance products, including fixed index annuities. CS Ellis is a state-registered investment adviser offering portfolio management, financial planning, and adviser referral services primarily for individuals and small businesses. The firm employs a core-satellite investment approach that combines a stable core portfolio with sector-specific exposures and higher-growth opportunities, utilizing third-party research and managers in a non-discretionary framework.

Income planning Retirement income strategy Life insurance needs analysis Annuities
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Elizabeth M

Series 65

Delmont, PA

MacDougall Financial Counseling

Elizabeth Mac Dougall is a financial advisor at MacDougall Financial Counseling in Delmont, PA, holding a Series 65 designation with six years of industry experience. Her prior work includes roles at Aldrich Capital Partners, Extended Travel, XO Group, and Whitewater Adventures. MacDougall Financial Counseling provides comprehensive financial planning and portfolio management primarily for individual clients, trusts, charities, and occasional organizations. The firm focuses on diversified portfolios implemented mostly through no-load mutual funds and ETFs, serving both non‑high-net-worth and high-net-worth households.

General tax planning Wealth management Retirement withdrawal strategies Life insurance needs analysis
user avatar

Rebekah K

Series 63, Series 66

Murrysville, PA

Retire Pittsburgh Management LLC

Rebekah Kiger is an investment adviser representative at Retire Pittsburgh Management LLC with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms, including PNC Investments and Citizens Securities. Outside of her advisory role, she is a Certified High Performance Coach and serves as a brand ambassador for health products with Xendurance. Retire Pittsburgh Management LLC provides discretionary portfolio management and investment advisory services primarily to individual clients, including both high-net-worth and non-HNW households. The firm employs a mix of fundamental and technical analyses and uses model portfolios aligned with clients’ goals, managing approximately $62.9 million in discretionary assets.

Annuities
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Ryan C

Series 65

Greensburg, PA

Chapel Hill Investment Analysts Inc

Ryan Codrick is a Series 65-licensed advisor at Chapel Hill Investment Analysts Inc with 8 years of industry experience. He has been with the firm since 2013. Chapel Hill Investment Analysts is an SEC-registered advisory firm serving individuals, businesses, trusts, and pension plans, managing over $400 million for approximately 1,411 clients. The firm combines a core, diversified allocation of ETFs and mutual funds with an actively traded equity sleeve and offers volatility-based portfolios, managing most accounts on a discretionary basis.

General retirement planning Cash flow / budgeting Founder/Business Owner
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Allan M

Series 65

Delmont, PA

MacDougall Financial Counseling

Allan Macdougall III is a financial advisor with MacDougall Financial Counseling in Delmont, PA, holding a Series 65 designation and 19 years of industry experience. He has worked at Schofield Financial Counseling since 2006. MacDougall Financial Counseling provides comprehensive financial planning and portfolio management primarily for individual clients, trusts, charities, and occasional organizations, serving both non‑high-net-worth and high-net-worth households. The firm focuses on no-load mutual funds and exchange-traded funds with an equity bias, operates largely with discretionary authority, and manages approximately $425 million in client assets.

General tax planning Wealth management Retirement withdrawal strategies Life insurance needs analysis
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