David Sutton

Manning & Napier Advisors, LLC

3 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate Planning

Manning & Napier Advisors, LLC

Compensation

Fee-Only (AUM)

Firm Size

47 advisors

Number of Clients

3,469 clients

Average Client Portfolio

$5.3M average

Assets Under Management

$18.4B

Fee Structure

Minimum Investment:$100K

Minimum Annual Fee:$1,500

Location

2000 PGA Blvd Suite 4440, Palm Beach Gardens, FL, 33408

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History

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.

Employment History

Current Registrations

Manning & Napier Advisors, LLC

July 2025 - Present · 7 mos

Manning & Napier Investor Services, INC.

July 2025 - Present · 7 mos

Manning & Napier Investor Services, INC.Broker

July 2025 - Present · 7 mos

Previous Registrations

Capital Analysts

August 2023 - June 2025 · 1 yr 10 mos

Lincoln Investment

August 2023 - June 2025 · 1 yr 10 mos

Lincoln InvestmentBroker

August 2023 - June 2025 · 1 yr 10 mos

Alliancebernstein L.P.

January 2022 - March 2023 · 1 yr 2 mos

Sanford C. Bernstein & CO., LLCBroker

December 2021 - March 2023 · 1 yr 3 mos

State Registrations16 states

ALCAFLKYMDMNMOMTNCNENYOHPASDTXUT

AdvisorBrokerBoth

Exams

No exam information available for this advisor.