David Hughes Petry

Employer firm

Toro Financial Advisors CRD 332084

$4.26M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2014 → 10/2018
  Calton & Associates, Inc.
  Clearwater, FL
• 10/2018 → Present
  Reap In Wealth Managment, Llc
  Flagler Beach, FL
• 12/2024 → Present
  Toro Financial Advisors, Llc
  Winter Park, FL
• 06/2022 → Present
  Toro Financial Advisors, Llc
  Winter Park, FL
• 06/2009 → Present
  David Petry, Sole Proprietor
  Casselberry, FL

Previous Registrations

• 2018-11-14 → 2025-04-22
  Reap In Wealth Management, Llc
  Lake Mary, FL
• 2014-01-27 → 2018-10-29
  Calton & Associates, Inc.
  Casselberry, FL
  Clearwater, FL
  Winter Park, FL
• 2010-04-08 → 2013-12-23
  Lpl Financial Llc
  Winter Park, FL

Other Businesses

David Petry, Sole Proprietor, Insurance agent, Telecommunications Consulting, and Employee Benefites, Winter Park FL, Investment related. Less than 1% of market open. REAP In Wealth Management, LLC; Investment Advisor Representative; 11/2018; Flagler Beach, FL; Investment related; investment advisory services; 60 hours per month; 40 during securities trading.

Exams

• S66 Uniform Combined State Law Examination
  2010-03-18
• S63 Uniform Securities Agent State Law Examination
  1995-08-25