DA
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David Attolino

2 Years of Experience
Milford, CT

David Attolino is a registered investment advisor at Forusall, based in Milford, CT, with 2 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 46,734 clients with $1.3B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
IM Fee
Planning only
Assets Under Management
$1.3B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Milford, CT

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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.

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Employment History
Current Registrations
Forusall
June 2025 - Present · 10 mos
Previous Registrations
Commonwealth Financial Network
January 2024 - June 2025 · 1 yr 5 mos
Commonwealth Financial NetworkBroker
December 2023 - June 2025 · 1 yr 6 mos
State Registrations1 state
CT
Advisor

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
No exam information available for this advisor.
David Attolino - Financial Advisor | TrueAdvisor