David Sutkaitis
David Sutkaitis is a registered investment advisor at Redhawk Wealth Advisors, INC., based in Farmington, CT, with 24 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 5 more. Their firm serves 3,205 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Maximum annual fee is 1.75%. Starter accounts with less than $5,000 in assets are assessed a flat annual fee of $50. Fees are negotiable.
Fee Estimator
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.
Exams
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