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DP

David H. Petry

TORO FINANCIAL ADVISORS
CASSELBERRY, FL
Some features on this profile are disabled
CRD#: 2638025
DP

Professional summary

David Hughes Petry is a registered financial advisor currently at TORO FINANCIAL ADVISORS located in Casselberry, Florida.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. David has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 52 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Hughes Petry's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 2, 2025 - Present

TORO FINANCIAL ADVISORS

RIA
CRD#: 332084
CASSELBERRY, FL
Past

November 14, 2018 - April 22, 2025

REAP IN WEALTH MANAGEMENT, LLC

RIA
CRD#: 146512
LAKE MARY, FL
Past

January 27, 2014 - October 29, 2018

CALTON & ASSOCIATES, INC.

RIA
CRD#: 20999
WINTER PARK, FL
Past

January 21, 2014 - October 29, 2018

CALTON & ASSOCIATES, INC.

BD
CRD#: 20999
WINTER PARK, FL
Past

April 8, 2010 - December 23, 2013

LPL FINANCIAL LLC

RIA
CRD#: 6413
WINTER PARK, FL
Past

January 8, 2010 - December 23, 2013

LPL FINANCIAL LLC

BD
CRD#: 6413
WINTER PARK, FL
Past

July 17, 1995 - January 24, 1996

AMERIPRISE ADVISOR SERVICES, INC.

BD
CRD#: 5979
DETROIT, MI

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(1/2/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/18/2010
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 8/25/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/7/2010
General Securities Representative Examination
General Industry/Product Exam
RR
Series 52
Date: 7/14/1995
Municipal Securities Representative Examination

Current Firm

TF
TORO FINANCIAL ADVISORS
TORO FINANCIAL ADVISORS | TORO FINANCIAL ADVISORS, LLC

CRD#: 332084 / SEC#:

Florida
Registered Investment Advisory firm - (1/2/2025 Approved)
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Contact information

Main Address
Casselberry, FL
Mailing Address
Po Box 180033, Casselberry, FL 32719-0033
Phone number
(321) 229-2268
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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Company Information

TORO FINANCIAL ADVISORS

CRD#: 332084Casselberry, FL

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