David E Sutton
Investment Adviser Representative at Invst, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
David E. Sutton is an investment adviser representative with Invst, LLC in Red Bank, NJ, where they have been registered since 2023. They have worked in the securities industry since 2015 and have been registered with 5 firms, including PARK Avenue Securities LLC and Equity Services, Inc. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 6 (investment company and variable products). They are registered to provide investment advice in New Jersey.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- New Jersey
- Broker:
10 states and territories
Connecticut, District of Columbia, Florida, Illinois, New Jersey, New Mexico, New York, North Carolina, Pennsylvania, South Carolina
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Hornor Townsend & KENT IncJun 2013 – Dec 2017Horsham, PA
- PENN Mutual LIFE INS CoJun 2013 – Dec 2017Horsham, PA
- Integrated Financial Concepts LLC / National LIFE INS CoDec 2018 – Jan 2020Fairfield, NJ
- LYFTJan 2018 – Dec 2018San Francisco, CA
- Equity Services, Inc.Jan 2019 – Jan 2020Montpelier, VT
- Guardian LIFE Insurance CompanyJan 2020 – May 2023Wall, NJ
- PARK Avenue SecuritiesJan 2020 – May 2023Wall, NJ
- Guardian LIFE Insurance CompanyApr 2022 – May 2023Red Bank, NJ
- PARK Avenue SecuritiesApr 2022 – May 2023Red Bank, NJ
- Invst LLC, DBA TomoroMay 2023 – no end date reportedIndianapolis, IN
- Private Client ServicesSep 2023 – no end date reportedRed Bank, NJ
- Tomoro LLCAug 2026 – no end date reportedColts Neck, NJ
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Invst, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 33
- Offices listed on AdvisorFinder:
- 8
- Main office:
- Indianapolis, IN
- SEC file number:
- 801-107265
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of April 2, 2026
View full firm profileOther advisors at Invst, LLC
Showing 12 of 33 in the directory
Similar advisors in Red Bank, NJ
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. David E Sutton has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched