Daniel MorrisCRD Number: 5946721
Current Firm: Belpointe Asset Management LLC
Daniel Morris (CRD# 5946721) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Greenwich, CT and has over 5 years of experience in the finance industry.
Legacy Care Wealth, LLC
Altium Wealth Management LLC
Karagosian Financial Services, Inc.
|Just Write Inc.||Stamford, CT||Feb 2010 - Current||6|
|Wells Fargo Advisors LLC||Old Greenwich, CT||Dec 2014 - Nov 2015||< 1|
|Bank Of America, N.a.||Stamford, CT||Jul 2011 - Dec 2014||3|
|Merrill Lynch, Pierce, Fenner And Smith Incorporated||Stamford, CT||Jun 2011 - Dec 2014||3|
|Gta Plus, Inc.||New York, NY||Aug 2010 - Jun 2011||< 1|
|President First Mortage Bankers||Melville, NY||Oct 2008 - Feb 2010||1|
|Ideal Mortgage Bankers||Melville, NY||Apr 2007 - Sep 2008||1|
|The Cit Group||White Plains, NY||Dec 2002 - May 2007||4|
|New Century Financial||Pearl River, NY||May 2003 - Mar 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2011|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Employer Dispute
Total Assets Under Management300MILLIONS
Total Number of Accounts1,149ACCOUNTS
Average Account Value$261,162
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CT, FL, GA, HI, KS, LA, MD, MI, MO, NC, NH, NJ, NV, NY, OH, OK, PA, PR, SC, TX, VA, VT, WI
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