David
Morgan

Morganrosel Wealth Management, LLC

CRD#2914803
Investment Advisor
in Littleton, CO

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About this Advisor

David Morgan is a certified financial planner operating out of Littleton, Colorado with a total of 6 years of industry experience. Morgan is an employee of Morganrosel Wealth Management, LLC. Their career trajectory has included roles at Morgan Stanley Smith Barney, Pksa, Purshe Kaplan Sterling Investments and Morganrosel Wealth Management, LLC. Morgan has Series 63 and Series 66 licenses, qualifying them as a securities representative, and is approved to advise clients in Colorado and Texas. Morganrosel Wealth Management, LLC is an advisory company headquartered in Littleton, CO. It oversees $316 million in assets among its 791 client accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 791 customer accounts, 45% are held by high-net-worth individuals who have at least $1 million in investable assets. Morganrosel Wealth Management, LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees largely depend on which services the firm provides the client. Fee types charged by Morganrosel Wealth Management, LLC likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1805 Shea Center Dr Suite 420
Littleton, CO 80129

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Morganrosel Wealth Management, LLC Brokerage Details

Total Assets Under Management

$316,216,180

CO Average: $2,349,664,866
Total Number of Employees

5

CO Average: 28
Total Number of Accounts

791

CO Average: 1,101
Average Account Size

$399,768

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

David Morgan Work History

David has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Purshe Kaplan Sterling Investments

2017 - Present (7 years)

Morganrosel Wealth Management, LLC

2017 - 2017 (< 1 year)

Pksa

2009 - 2017 (8 years)

Morgan Stanley Smith Barney

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of David Morgan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Morganrosel Wealth Management, LLC

Grant Bugner
Littleton, CO
Eric Rosel
Littleton, CO
David Morgan
Littleton, CO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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