David Torres-Onisto, financial advisor Glastonbury CT

David Torres-Onisto

CRD Number: 5136707
Current Firm: Private Advisor Group, LLC
Compensation Model: Fee Only
David Torres-Onisto (CRD# 5136707) is an Investment Advisor Representative working at Private Advisor Group, LLC in Glastonbury, CT and has over 10 years of experience in the finance industry.
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Company Name Location Dates Years
Lpl Financial LLC Glastonbury, CT Oct 2014 - Current 6
Private Advisor Group, LLC Morristown, NJ Oct 2014 - Current 6
Metlife Shelton, CT Mar 2010 - Oct 2014 4
Ameriprise Financial Services, Inc. East Hartford, CT Apr 2006 - Mar 2010 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2006
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

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Contact Info for David G. Torres-Onisto
Phone Number: 973-538-7010
Registered State(s):
  • CT
  • TX
By the Numbers
  • Total Assets Under Management
    21,718
    MILLIONS
  • Total Number of Accounts
    85,759
    ACCOUNTS
  • Average Account Value
    $253,240
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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Data verified by both the advisor and the public regulatory data.

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