David E Sutton
Investment adviser representative at Tomoro
13 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
13 years in the industry.
- Tomoro LLCAug 2026 to now
- Private Client ServicesSep 2023 to now
- Invst LLC, dba TomoroMay 2023 to now
- Guardian Life Insurance CompanyJan 2020 to May 2023
- Park Avenue SecuritiesJan 2020 to May 2023
- Equity Services, Inc.Jan 2019 to Jan 2020
- Integrated Financial Concepts LLC / National Life Ins CoDec 2018 to Jan 2020
- LyftJan 2018 to Dec 2018
- Hornor Townsend & Kent IncJun 2013 to Dec 2017
- Penn Mutual Life Ins CoJun 2013 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 6108664
- Firm CRD
- 340227