David E Sutton

Private Client Services, LLC

10 Years of Experience

View SEC Summary

Firm Information

Private Client Services, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

633 advisors

Number of Clients

3,251 clients

Average Client Portfolio

$323K average

Assets Under Management

$1.1B

Fee Structure

Financial Planning:Investment management only

This advisor may earn commissions from securities transactions through Private Client Services, LLC, which could be higher or lower than other broker-dealers. These commissions may include those from equity securities, mutual fund 12b-1 fees, mutual fund trail commissions, or direct product sponsor commissions.

View Full Brochure on SEC

Areas of Practice

Investment Management

Advisor Information

Office location

11 Wharf Avenue, Suite 4, Red Bank, NJ, 07701

Get directions

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.