Capitol Securities Management
47yrs
Top advisor by experience in Tampa
16yrs
Daniel Sutton
Financial advisor at Commonwealth Financial Network
At a glance
Experience16 years (since 2011)
How that compares ?More experience than 60% of advisors in Tampa
Office1713 S. Lois Ave. Suite 200, Tampa, FL 33629
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
States licensed ?1 state
Services through Commonwealth Financial Network
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
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.
Uniform Combined State Law Examination
Career
- 2023 – nowCommonwealth Financial NetworkCurrent firm
- 2013 – 2023J.p. Morgan Securities LLCPreviously
- Nov 2011 – Sep 2013Merrill Lynch, Pierce, Fenner & Smith IncorporatedPreviously
- Jan 2011 – Feb 2011Equitable Advisors, LLCPreviously
Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Daniel
How do I contact Daniel?
Call Commonwealth Financial Network at 781-736-0700 and ask for Daniel Sutton. Daniel works from the Tampa, FL office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2011, about 16 years. More experience than 60% of advisors in Tampa.
What licenses does Daniel hold?
Series 66. 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?
Commonwealth Financial Network reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Daniel for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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