Doug Morris, financial advisor Boulder CO

Doug Morris

CRD Number: 4627880
Current Firm: Schoolcraft Capital LLC

Doug Morris (CRD# 4627880) is an Investment Advisor Representative working at Schoolcraft Capital LLC in Boulder, CO and has 1 year of experience in the finance industry. Doug Morris has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Schoolcraft Capital LLC Boulder, CO Dec 2018 - Current 5
Milestone Group, Inc. Denver, CO Nov 2003 - Nov 2018 15

Doug Morris has no recent exams reported.
Contact Info for Doug S. Morris
Phone Number: 303-625-6868
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    1,052
    MILLIONS
  • Total Number of Accounts
    173
    ACCOUNTS
  • Average Account Value
    $6,080,351
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CO, FL, IL, LA, NE, TX

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