Nathaniel Morris, financial advisor Plainville CT
90 score

Nathaniel Morris

CRD Number: 6007094
Current Firm: Essex Financial Services, Inc.

Nathaniel Morris (CRD# 6007094) is an Investment Advisor Representative working at Essex Financial Services, Inc. in Plainville, CT and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Essex Financial Services Inc. Essex, CT Jun 2013 - Current 3
Ing Financial Partners, Inc. Philadelphia, PA Jan 2012 - Jun 2013 1
Unemployed Philadelphia, PA Nov 2011 - Dec 2011 < 1
New England College Henniker, NH Aug 2011 - Oct 2011 < 1
Temple University Beasley School Of Law Philadelphia, PA Aug 2008 - Jul 2011 2
Temple University Beasley School Of Law Philadelphia, PA Aug 2010 - Apr 2011 < 1
United States Coast Guard Washington, DC Jun 2010 - Aug 2010 < 1
Philadelphia Industrial Developmental Corporation Philadelphia, PA May 2010 - Jun 2010 < 1
Bryn Mawr Trust Company Bryn Mawr, PA Sep 2009 - Dec 2009 < 1
Deutsche Bank New York, NY Jun 2009 - Aug 2009 < 1
Saint Joseph's University Philadelphia, PA Aug 2004 - Aug 2008 4
Saint Joseph's University Philadelphia, PA Sep 2005 - Jun 2008 2
Cassidy And Associates Washington, DC Jun 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2012
S65 NASAA Investment Advisors Law Examination Feb 2012
Contact Info for Nathaniel F. Morris
Phone Number: 860-767-4300
Registered State(s):
  • CT
  • PA
  • NH
By the Numbers
  • Total Assets Under Management
    2,704
    MILLIONS
  • Total Number of Accounts
    5,287
    ACCOUNTS
  • Average Account Value
    $511,516
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, CT, DC, FL, GA, IL, MA, MD, ME, NC, NH, NJ, NM, NY, OH, OR, PA, RI, SC, TX, VA, VT, WA

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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