David Sutherland has been an investment adviser representative at Singer Wealth Advisors since June 2023, and is not listed among the firm’s executive officers or direct owners.
Singer Wealth Advisors LLC is a Boca Raton, FL firm with $911M under management, 953 clients and 18 advisers across 6 offices, as of its July 2026 filing.
David Sutherland’s longest registration is the current one, 3 years at Singer Wealth Advisors since 2023. Before joining Singer Wealth Advisors in 2023, David Sutherland was registered through Morgan Stanley.
- Singer Wealth Advisors LLCCurrent– present · 3 yearsBoca Raton, FL · Adviser representative · Firm CRD 317218
- Morgan Stanley– · under a yearSherman Oaks, CA · Adviser representative · Firm CRD 149777
Investment adviser representative registrations
David Sutherland is registered as an investment adviser representative in 2 states. The first approvals date from June 2023; the most recent is Florida, in July 2023.
- CaliforniaSince 21 June 2023
- FloridaSince 12 July 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 6 March 2023 |
| Series 7TO | General Securities Representative Examination | 21 February 2023 |
| SIE | Securities Industry Essentials Examination | 16 January 2023 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- David L Sutherland
- CRD
- 7209759
- Firm
- Singer Wealth Advisors · CRD 317218
- Office
- 1515 S. FEDERAL HIGHWAY, SUITE 302, Boca Raton, FL 33432
- Registration
- Investment adviser registration
- In the industry since
- March 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does David Sutherland work?
David Sutherland is an investment adviser representative registered through Singer Wealth Advisors LLC since June 2023, and is not listed among the firm’s executive officers or direct owners.
Is David Sutherland a financial advisor?
Yes. David Sutherland has a current investment-adviser registration in California and Florida, through Singer Wealth Advisors since June 2023.
How many years of experience does David Sutherland have?
David Sutherland has 3 years in the financial industry, since March 2023, across 2 adviser firms.
What exams has David Sutherland passed?
David Sutherland has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in January 2023.
Where did David Sutherland work before Singer Wealth Advisors?
Before Singer Wealth Advisors, David Sutherland was registered through Morgan Stanley, March 2023 to June 2023.
Where is David Sutherland based?
David Sutherland’s registered office is in Boca Raton, FL.
Is David Sutherland registered with FINRA?
No. David Sutherland has no current broker registration.
How can I verify David Sutherland’s record?
Search CRD 7209759 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Sutherland’s full registration record.