LPL Financial
6yrs
6 years in the industry
34yrs
David Ely is a fiduciary financial advisor in Enfield, New Hampshire, with 34 years in the industry. David joined Sugar Hill Advisors in 2019, a firm offering financial planning and educational workshops. David’s designations include CFP® and ChFC.
At a glance
Experience34 years (since 1993)
How that compares ?Top 9% by experience in New Hampshire
OfficeEnfield, NH
How the firm is paid ?Hourly, Flat fee
States licensed ?1 state
Services through Sugar Hill Advisors
Financial planningEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2019 – nowSugar Hill Advisors, LLCCurrent firm
Contact David
(603) 286-0639Sugar Hill Advisors main office Enfield, NHOffice · Get directions Firm websitewww.sugarhilladvisors.comIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask David
Tailored to David’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About David
How do I contact David?
Call Sugar Hill Advisors at (603) 286-0639 and ask for David Ely. David works from the Enfield, NH office.
How long has David been a financial advisor?
David has been in the industry since 1993, about 34 years. Top 9% by experience in New Hampshire.
What licenses does David hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Sugar Hill Advisors reports being paid by hourly fees, flat or fixed fees. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.