Suzanne Mestayer
Thirtynorth Investments · New Orleans, Louisiana
Suzanne Mestayer is a fee-only financial advisor at Thirtynorth Investments in New Orleans, Louisiana. Thirtynorth Investments reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Thirtynorth Investments |
|---|---|
| Based in | New Orleans, Louisiana |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $467.8M across 635 accounts |
| SEC registration | Investment adviser representative in LA, TX · CRD 5845327 |
| Exams passed | Series 65 (2010) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.thirtynorth.com |
| Profile |
How Suzanne's firm compares
- Thirtynorth Investments's average account is about $737,000, from its Form ADV (assets managed divided by 635 accounts).
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Questions about Suzanne
Is Suzanne Mestayer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Suzanne holds no broker registration, and Thirtynorth Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Suzanne charge for financial advice?
Suzanne's firm, Thirtynorth Investments, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Suzanne Mestayer based?
Suzanne Mestayer is based in New Orleans, Louisiana.
Is Suzanne Mestayer registered with the SEC?
Yes. Suzanne Mestayer is registered as an investment adviser representative in LA and TX (CRD 5845327), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Thirtynorth Investments manage?
Thirtynorth Investments reports $467.8M across 635 accounts in assets under management.
How do I contact Suzanne Mestayer?
Through Suzanne's website, www.thirtynorth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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