David
Sutherland
Singer Wealth Advisors LLC
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About this Advisor
David Sutherland is a financial advisor based in Boca Raton, Florida, working with Singer Wealth Advisors LLC. David has previously held positions at Morgan Stanley, University Of California, Los Angeles, Alamo Elementary, Stone Valley Middle, and Monte Vista High, and Singer Wealth Advisors LLC. David has passed the Series 66 regulatory exam and is registered to provide services in California and Florida. Currently, David is part of Singer Wealth Advisors LLC, which operates out of Boca Raton, Florida. The firm has 5 offices and 15 employees. The firm manages assets totaling $424.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Singer Wealth Advisors LLC includes asset-based, hourly, fixed, commission-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Singer Wealth Advisors LLC Brokerage Details
$424,595,205
15
1,442
$294,449
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
David Sutherland Work History
Singer Wealth Advisors LLC
Morgan Stanley
Morgan Stanley
University Of California, Los Angeles
Alamo Elementary, Stone Valley Middle, And Monte Vista High
Disclosures
Please visit the SEC profile of David Sutherland to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Singer Wealth Advisors LLC
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
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