David Attolino
Investment adviser representative at Forusall
15 yearsExperience
1 stateRegistered in
$1.5BFirm assets
13 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.
- Pension consulting
Experience
15 years in the industry.
- Forusall Inc.Jun 2025 to now
- Forusall Advisors, LLC.Jun 2025 to now
- Commonwealth Financial NetworkApr 2020 to Jun 2025
- Dimatteo Group Financial ServicesApr 2020 to Jun 2025
- SaisystemsAug 2019 to Nov 2019
- AerotekJan 2019 to Mar 2020
- MedtechMay 2017 to Aug 2019
- University of ConnecticutAug 2014 to May 2017
- Great River Golf ClubMar 2011 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (CT).
Forusall
Legal name: Forusall Advisors, LLC
$1.5BAssets managed
31,237Clients
6Advisers
13 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
- 7264114
- Firm CRD
- 167241