Merrill Lynch, Pierce, Fenner & Smith
47yrs
Top advisor by experience in Red Bank
4yrs
David E Sutton
Financial advisor at Invst
David E Sutton is a fiduciary financial advisor in Red Bank, New Jersey, with 4 years in the industry. David joined Invst in 2023, a firm offering financial planning, investment management, and retirement plan consulting. Invst reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 722 advisors with offices in Red Bank, and one of 670 fiduciaries.
At a glance
Experience4 years (since 2023)
How that compares ?4 years in the industry
Office11 Wharf Avenue Suite 4, Red Bank, NJ 07701
FirmInvst
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$573,156
Advisors at the firm33
States licensed ?1 state
Services through Invst
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersEducational 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.
Series 66Uniform Combined State Law Examination
Career
- Sep 2026 – nowTomoroCurrent
- 2023 – nowInvst, LLCCurrent firm
Questions to ask David
Tailored to David’s registration and firm.
- 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 David
How do I contact David?
Call Invst at 317-202-1891 and ask for David E Sutton. David works from the Red Bank, NJ office.
How long has David been a financial advisor?
David has been in the industry since 2023, about 4 years. 4 years in the industry.
What licenses does David hold?
Series 66. 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?
Invst reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask David 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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