David Sutkaitis
David Sutkaitis is a registered investment advisor at Redhawk Wealth Advisors, INC., based in Farmington, CT, with 23 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 3,283 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Redhawk Wealth Advisors charges a fee based on a percentage of the assets they manage for you. This fee covers investment advice, trade entry, and account maintenance. The exact fee is detailed in your Investment Management Agreement and can vary based on the size and complexity of your portfolio. Starter accounts (less than $5,000) are charged a flat $50 annual fee. A technology fee is also applied: $5/month for accounts over $10,000 and $2.50/month for accounts under $10,000.
Location
20 Waterside Drive, Suite 201, Farmington, CT, 06032
Get directionsHistory
Regulatory History (3)
Financial
January 2018Customer Dispute
March 2012Customer Dispute
June 2009Other Business ActivitiesSells Insurance
David is an NRA pistol instructor, dedicating minimal time to this activity. He also works with Lindquist Insurance Associates and sells fixed and equity index products, spending a few hours per week on each.
Employment History
Current Registrations
Redhawk Wealth Advisors, INC.
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Ssn Advisory, INC.
Securities Service Network, LLCBroker
Parkland Securities, LLCBroker
Ohanesian / Lecours, INC.Broker
New England SecuritiesBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.