David Petry
David Petry is a registered investment advisor at Toro Financial Advisors, based in Casselberry, FL, with 16 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Toro Financial Advisors manages investments for an annual fee of up to 1.0%, which is negotiable. They may also use Synergy Asset Management, which charges additional fees. When using Synergy Asset Management, clients will pay an additional asset management fee based on the total assets under management with Synergy Asset Management, as well as an annual platform fee of $30, paid quarterly in advance. Additional investment strategist fees may also apply.
Location
Casselberry, FL
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is a sole proprietor working as an insurance agent, telecommunications consultant, and employee benefits advisor. He is also an investment advisor representative with REAP In Wealth Management, LLC, dedicating about a quarter of his time to investment advisory services.
Employment History
Current Registrations
Toro Financial Advisors
Previous Registrations
Reap in Wealth Management, LLC
Calton & Associates, INC.
Calton & Associates, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Olde Discount CorporationBroker
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.