David L Sutherland
Investment adviser representative at Singer Wealth Advisors LLC
18 yearsExperience
2 statesRegistered in
$910.6MFirm assets
4 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
18 years in the industry.
- Singer Wealth Advisors LLCJun 2023 to now
- Morgan StanleyJan 2023 to Jun 2023
- Morgan StanleyJan 2020 to Jan 2022
- University of California, Los AngelesSep 2019 to Dec 2022
- Alamo Elementary, Stone Valley Middle, and Monte Vista HighAug 2005 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (CA, FL).
Singer Wealth Advisors LLC
$910.6MAssets managed
953Clients
24Advisers
4 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
- 7209759
- Firm CRD
- 317218