Be advised. This advisor is no longer registered as an Independent Advisor Representative. They may still be registered as a broker.
David Sun, financial advisor Darien CT
93 score

David Sun

CRD Number: 5485877
Current Firm: Richter Bober Asset Management, LLC

David Sun (CRD# 5485877) is an Investment Advisor Representative working at Richter Bober Asset Management, LLC in Darien, CT and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Richter Bober Asset Management, LLC Darien, CT Jun 2010 - Current 6
Areotek-morgan Stanley Baltimore, MD Jan 2010 - Apr 2010 < 1
Mathematical Association Of America Washington, DC Mar 2008 - Jan 2010 1
University Of Maryland College Park College Park, MD Aug 2005 - Dec 2009 4
Discovery Communication Silver Spring, MD Sep 2008 - Dec 2008 < 1
Wachovia Securities Bethesda, MD Jul 2008 - Sep 2008 < 1
Klm Group Dulles, VA Sep 2007 - Jan 2008 < 1
Microserve Consulting Germantown, MD Jun 2007 - Aug 2007 < 1
Math Success College Park, MD Jan 2006 - May 2007 1
National Cancer Institute Ft. Detrick, MD Jun 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2010
Contact Info for David L. Sun
Phone Number: 203-655-0314
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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