David Matthew Barr
Investment adviser representative at Tomoro
20 yearsExperience
1 stateRegistered in
$335.6MFirm assets
Under 1 yearFirm 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.
- Tomoro LLCAug 2026 to now
- Invst, LLCNov 2023 to now
- Guardian Life Insurance Co of AmericaSep 2006 to Nov 2023
- Park Avenue Securities LLCSep 2006 to Nov 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2023
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Tomoro
Legal name: Tomoro LLC
$335.6MAssets managed
782Clients
8Advisers
Under 1 yearIn 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
- 4952301
- Firm CRD
- 340227