Nathaniel MorrisCRD 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 5 years of experience in the finance industry.
Barron Financial Group, LLP
Springboard Asset Management LLC
|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|
Total Assets Under Management2,704MILLIONS
Total Number of Accounts5,287ACCOUNTS
Average Account Value$511,516
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.