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David E Sutton

Invst, LLC

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About David E Sutton

David Sutton is a financial professional with over 10 years of experience in the financial services industry. David has a strong track record of helping clients achieve their financial goals. David is a registered representative with Invst, LLC, a firm that provides financial planning and investment management services to individuals, families, and businesses. David is also a registered investment advisor representative. David is dedicated to providing his clients with personalized financial advice and investment strategies.

Firm Information

David Sutton is currently registered with Invst, LLC. Invst, LLC is an investment advisory firm based in INDIANAPOLIS, IN, with a focus on financial planning, pension consulting, and portfolio management for individuals and businesses. They manage over $1.3 billion in assets, primarily for high-net-worth individuals and pension and profit-sharing plans.
Invst, LLC

3625 E 96TH ST

INDIANAPOLIS, IN 46240

$1.35B

Assets Under Management

500

Total Clients

38

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Retirement plan services-percentage of plan assets

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David Sutton’s Registration & Firm History

NJ

05/03/2023 - Present

Invst, LLC (Red Bank NJ)

NJ

04/05/2021 - 05/15/2023

PARK AVENUE SECURITIES LLC (RED BANK NJ)

NJ

01/25/2019 - 01/22/2020

EQUITY SERVICES, INC. (MORRISTOWN NJ)

NJ

06/07/2013 - 12/04/2017

HORNOR, TOWNSEND & KENT, INC. (EDISON NJ)

NJ

04/23/2013 - 06/06/2013

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WALL TOWNSHIP NJ)

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Licenses & Designations

BOTH

Issued 01/27/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/26/2022

Series 7TO - General Securities Representative Examination

BC

Issued 12/04/2017

SIE - Securities Industry Essentials Examination

BC

Issued 04/22/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David E Sutton.
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