Dennis MoriharaCRD Number: 2134969
Current Firm: Missionsquare Retirement
Dennis Morihara (CRD# 2134969) is an Investment Advisor Representative working at Missionsquare Retirement in Washington, DC and has over 31 years of experience in the finance industry.
David Wealth Management, LLC
Equitable Advisors, LLC
Reframe Wealth, LLC
|Icma-rc Services, LLC||Washington, DC||May 2020 - Current||2|
|M&t Securities, Inc.||Henrietta, NY||Jul 2006 - May 2020||13|
|M&t Bank||Henreitta, NY||Oct 2005 - May 2020||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1991|
|S65||NASAA Investment Advisors Law Examination||Jun 2004|
Total Assets Under Management773MILLIONS
Total Number of Accounts1ACCOUNTS
Average Account Value$772,702,498
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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