John David Tumolo
Investment adviser representative at Sector Analysts LLC
20 yearsExperience
1 stateRegistered in
$238.2MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
20 years in the industry.
- Purshe Kaplan Sterling InvestmentsOct 2017 to now
- Sector Analysts, LLCJun 2015 to now
- LPL Financial LLC (formerly: Linsco/private Ledger Corp.)Feb 2006 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 1 state (PA).
Sector Analysts LLC
$238.2MAssets managed
677Clients
2Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4143301
- Firm CRD
- 169789