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David Gabriel Torres-onisto

TOP Private Wealth

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About David Gabriel Torres-onisto

David Gabriel Torres-Onisto is a financial advisor based in Glastonbury, CT. David is a registered Investment Advisor Representative of Top Private Wealth. David has been in the industry for 17 years. David has a strong understanding of financial planning and investment management. He also specializes in working with high-net-worth individuals and individuals other than high-net-worth clients. He is committed to providing clients with personalized advice and services to help them achieve their financial goals.

Firm Information

David Torres-onisto is currently registered with TOP Private Wealth. TOP Private Wealth is a Registered Investment Advisor with $91,367,854 in regulatory assets under management. The firm has 2 investment advisor representatives and provides financial planning and portfolio management services for individuals and high net worth individuals. The firm has 500 total accounts with 111 individuals (other than high net worth) and 37 high net worth individuals.

$91.37M

Assets Under Management

Not reported

Total Clients

2

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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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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David Torres-onisto’s Registration & Firm History

CT

08/27/2024 - Present

TOP Private Wealth (GLASTONBURY CT)

CT

10/24/2014 - 08/18/2022

LPL FINANCIAL LLC (GLASTONBURY CT)

CT

03/29/2010 - 10/31/2014

METLIFE SECURITIES INC. (GLASTONBURY CT)

CT

07/12/2006 - 04/07/2010

AMERIPRISE FINANCIAL SERVICES, INC. (EAST HARTFORD CT)

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Licenses & Designations

BOTH

Issued 07/28/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/11/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for David Gabriel Torres-onisto. Review regulatory record here.
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