David Liu Sun
Investment adviser representative at Assetmark, Inc.
10 yearsExperience
1 stateRegistered in
$91.8BFirm assets
27 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.
- Portfolio management
Experience
10 years in the industry.
- Assetmark, Inc.Jun 2026 to now
- Assetmark Financial Holdings, IncJun 2026 to now
- Sterling Wealth Management, Inc.Mar 2024 to Jun 2026
- Busey BankAug 2023 to Mar 2024
- Crosspoint Wealth PartnersJun 2023 to Sep 2023
- University of IllinoisAug 2021 to May 2024
- Olivet Nazarene UniversityAug 2020 to May 2021
- Kankakee High SchoolJun 2016 to Aug 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (IL).
Assetmark, Inc.
$91.8BAssets managed
456,452Clients
217Advisers
27 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
- 7772323
- Firm CRD
- 109018