Arlington Securities
44yrs
Top 1% by experience in Missouri
31yrs
Daniel Sutton is a fiduciary financial advisor in Dardenne Prairie, Missouri, with 31 years in the industry. Daniel joined Osaic Institutions in 2017, after a year at First Brokerage America and two years at U.S. Bancorp Investments. Osaic Institutions offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 4 advisors with offices in Dardenne Prairie, and one of 4 fiduciaries.
At a glance
Experience31 years (since 1995)
How that compares ?Top 12% by experience in Missouri
Office7833 Town Square Ave, Dardenne Prairie, MO 63368
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$308,738
Advisors at the firm542
States licensed ?1 state
Services through Osaic Institutions
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2017 – nowOsaic Institutions, Inc.Current firm
- May 2016 – Jan 2017First Brokerage America, L.L.C.Previously
- 2006 – 2008U.S. Bancorp Investments, Inc.Previously
Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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 Daniel
How do I contact Daniel?
Call Osaic Institutions at 203-599-6000 and ask for Daniel Sutton. Daniel works from the Dardenne Prairie, MO office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 1995, about 31 years. Top 12% by experience in Missouri.
What licenses does Daniel hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Osaic Institutions reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Daniel 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.
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