David Sun has been President & CIO of Ellis Investment Partners since January 2009, is a control person of the firm and directly owns 75% or more of it. David Sun holds a BBA in Business Management from Temple University.
Ellis Investment Partners, LLC is a Berwyn, PA firm with $987M under management, 820 clients and 18 advisers across 2 offices, as of its March 2026 filing.
David Y. Sun is Chief Investment Officer of Ellis Investment Partners, LLC, which he founded. He oversees the investment process, including investment research and analysis, and is involved in portfolio construction and ongoing reviews for individual and institutional accounts. Before founding Ellis, he was associated with Capital Management Services, Inc., where he served as Director of Investments and Chief Investment Officer and as Senior Portfolio Manager.
David Sun’s longest registration is the current one, 14 years at Ellis Investment Partners since 2012. Before joining Ellis Investment Partners in 2012, David Sun was registered through Capital Management Services Inc.
- – present · 14 yearsBerwyn, PA · Adviser representative · Firm CRD 157669
- Capital Management Services Inc– · 10 yearsWayne, PA · Adviser representative · Firm CRD 105903
Professional designations
Listed by Ellis Investment Partners
- Chartered Financial Analyst (CFA®)
Investment adviser representative registrations
David Sun is registered as an investment adviser representative in Pennsylvania, since March 2012.
- PennsylvaniaSince 9 March 2012
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 11 February 1997 |
| Series 65 | Uniform Investment Adviser Law Examination | 15 November 1990 |
| Series 63 | Uniform Securities Agent State Law Examination | 27 July 1988 |
| Series 7 | General Securities Representative Examination | 16 July 1988 |
- Name
- General Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- David Yu-Wen Sun
- CRD
- 1849131
- Firm
- Ellis Investment Partners · CRD 157669
- Role
- President & CIO
- Office
- 920 CASSATT ROAD, 200 BERWYN PARK, SUITE 115, Berwyn, PA 19312
- Registration
- Investment adviser registration
- In the industry since
- April 2001
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- ellisinvestmentpartners.com
Where does David Sun work?
David Sun has been President & CIO of Ellis Investment Partners, LLC since January 2009, and is a control person of the firm.
Is David Sun a financial advisor?
Yes. David Sun has a current investment-adviser registration in Pennsylvania, through Ellis Investment Partners since March 2012.
How many years of experience does David Sun have?
David Sun has 25 years in the financial industry, since April 2001, across 2 adviser firms.
What exams has David Sun passed?
David Sun has passed 4 licensing exams: the Series 7, Series 63, Series 65 and Series 24. The earliest, the Series 7, was passed in July 1988.
Where is David Sun based?
David Sun’s registered office is in Berwyn, PA.
Is David Sun registered with FINRA?
No. David Sun has no current broker registration.
Is David Sun a CFA charterholder?
Ellis Investment Partners lists David Sun with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify David Sun’s record?
Search CRD 1849131 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Sun’s full registration record.
