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Advisors / New York / Fairport
5yrs

David Sutton

Financial advisor at Manning & Napier Advisors

David Sutton has worked in the financial industry for 5 years and is a fiduciary financial advisor based in Fairport, New York. After two years at Capital Analysts and two years at Lincoln Investment, David joined Manning & Napier Advisors in 2025, a firm offering financial planning, investment management, and private fund management. Manning & Napier Advisors reports being paid through a percentage of assets.

One of 123 advisors with offices in Fairport, and one of 98 fiduciaries.

Fairport, NY 14450Fiduciary advisor
Call the officeDirections

At a glance

Experience5 years (since 2022)
How that compares ?5 years in the industry
Office290 Woodcliff Drive, Fairport, NY 14450
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$1.94 million
Advisors at the firm42
States licensed ?2 states

Services through Manning & Napier Advisors

Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment 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.

Series 66Uniform Combined State Law Examination

Career

  1. Jul 2025 – now
  2. Aug 2023 – Jun 2025
  3. Aug 2023 – Jun 2025
  4. Jan 2022 – Mar 2023

Questions to ask David

Tailored to David’s registration and firm.

  1. What does a financial plan with you include, and how often is it updated?
  2. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. 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 Manning & Napier Advisors at 585-325-6880 and ask for David Sutton. David works from the Fairport, NY office.

How long has David been a financial advisor?

David has been in the industry since 2022, about 5 years. 5 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?

Manning & Napier Advisors reports being paid by a percentage of the assets they manage, other 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.

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