David Sun, financial advisor Berwyn PA
96 score

David Sun

CRD Number: 1849131
Current Firm: Ellis Investment Partners, LLC

David Sun (CRD# 1849131) is an Investment Advisor Representative working at Ellis Investment Partners, LLC in Berwyn, PA and has over 28 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Ellis Investment Partners, LLC Berwyn, PA Mar 2012 - Current 4
Capital Management Services, Inc. Wayne, PA Nov 2000 - Apr 2012 11
Equity Services, Inc. Montpelier, VT Nov 2000 - Dec 2008 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1988
S65 NASAA Investment Advisors Law Examination Nov 1990
Contact Info for David Y. Sun
Phone Number: 484-320-6300
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    342
    MILLIONS
  • Total Number of Accounts
    921
    ACCOUNTS
  • Average Account Value
    $371,105
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CA, DE, FL, HI, LA, MD, NJ, NY, PA, TX

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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