David Sutton

Financial advisor at Manning & Napier Advisors LLC · Fairport, NY

Last updated 2026-10-10

David Sutton is a financial advisor at Manning & Napier Advisors LLC in Fairport, NY, CRD 7465447. Licenses and exams on the registration: Series 66. IAPD registration began 2022-01-08.

Registration

CRD number: 7465447
Registration status: Active
IAPD registration: 2022-01-08
Industry Experience: 4 years
Work Experience: 17 years
States registered: FL, NY, OH, TX

Licenses and exams

Series 66

Work history

2021-11 to 2023-02 · Sanford C. Bernstein & Co., LLC · Denver, CO
2009-08 to 2021-10 · Sutton Platform Innovations · Greenwood Village, CO
2020-05 to 2021-01 · Healthy Launchpad Inc. · Denver, CO
2013-08 to 2019-07 · Nanosphere Health Sciences · Greenwood Village, CO
2023-08 to 2025-06 · Lincoln Investment · Fort Washington, PA
2023-08 to 2025-06 · Capital Analysts · Fort Washington, PA
2023-02 to 2023-08 · Unemployed · Lone Tree, CO
2025-06 to Present · Manning & Napier Investor Services, Inc. · Fairport, NY
2025-06 to Present · Manning & Napier Advisors, LLC · Fairport, NY

Current employment

Manning & Napier Advisors, LLC · Fairport, NY

SEC IAPD record for David Sutton

Manning & Napier Advisors LLC

Regulatory AUM: $17,029,365,686
Registered advisors: 42
Offices: 39
Clients per advisor: 82.7 (Moderate)
Average AUM per client: $4.9M (Moderate)
High-net-worth client ratio: 44.6% (Moderate)

Manning & Napier Advisors LLC: advisors, services and reported ETF investments

About

David Sutton is a financial advisor at Manning & Napier Advisors, LLC in Fairport, NY. Reported securities licenses include Series 66. The latest record indicates 4 years of industry experience and 17 years of reported work history.

Manning & Napier Advisors LLC's firm-level Form ADV reports 42 advisors across 39 offices; approximately 82.7 clients per advisor, average assets per client of $4,901,948, and regulatory AUM of $17B; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Investment companies, Pooled investment vehicles, and Pension and profit-sharing plans; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Investment Companies, Portfolio Management: Pooled Investment Vehicles, and Portfolio Management: Businesses or Institutional Clients.

PortfolioFuture's firm-level 13F analysis covers $1.4B across 144 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to David Sutton personally.

Reported ETF positions

Manning & Napier Advisors reports 144 ETF positions worth $1.4B on Form 13F; the largest are listed.

Largest ETF positions reported by Manning & Napier Advisors
Fund	Reported value
VGIT — Vanguard Intermediate-Term Treasury ETF	$198.3M
VGLT — Vanguard Long-Term Treasury ETF	$171.8M
VOO — Vanguard S&P 500 ETF	$114.3M
SPTI — State Street SPDR Portfolio Intermediate Term Treasury ETF	$78.2M
MUB — iShares National Muni Bond ETF	$54.7M

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Noteworthy reported investments

Manning & Napier Advisors's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.

Firm-reported positions leading each research ranking
Ranking	Fund	Reported value	Percentile	Key figures
Similar Fund Ranking	IVV — iShares Core S&P 500 ETF	$400.3K	Top 99.4%	Peer conviction 74.5% · Active return +3.01%
Addressable Market	VOO — Vanguard S&P 500 ETF	$114.3M	Top 99.6%	Addressable AUM $9.8T · Peer conviction 69.7%
Residual Alpha	FYX — First Trust Small Cap Core AlphaDEX Fund	$15.9K	Top 99.2%	Residual alpha +2.70% · Residual Sharpe 0.12
Diversification Benefits	LVHI — Franklin International Low Volatility High Dividend Index ETF	$1.2M	Top 96.6%	Replicability (R²) 74.3% · Residual Sharpe 0.47

Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

What this firm offers

Filed by Manning & Napier Advisors LLC on Form ADV.

Client services

Financial Planning Services
Individuals and Small Businesses
Investment Companies
Pooled Investment Vehicles
Businesses or Institutional Clients
Pension Consulting Services
Selection of Other Advisers
Publication of Periodicals or Newsletters
Educational Seminars or Workshops

Fee options

Percentage of Assets Under Management
Other

Business and affiliations

Commodity Pool Operator or Trading Advisor
Broker-Dealer or Municipal Securities Dea
Other Investment Adviser (Incl. Financial
Commodity Pool Operator or CTA
Trust Company
Real Estate Broker or Dealer
Sponsor or GP of Pooled Investment Vehicl

Location

290 Woodcliff Drive, Fairport, NY 14450

42 advisors at this office.

Manning & Napier Advisors office in Fairport, NY

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

Are you David Sutton?

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