David
Morgan
Morganrosel Wealth Management, LLC
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About this Advisor
David Morgan is a financial advisor based in Littleton, Colorado, working with Morganrosel Wealth Management, LLC. David has previously held positions at Morgan Stanley Smith Barney, Morganrosel Wealth Management, LLC, Pksa, and Purshe Kaplan Sterling Investments. David has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Colorado and Texas. Currently, David is part of Morganrosel Wealth Management, LLC, which operates out of Littleton, Colorado. The firm has 5 employees and manages assets totaling $409.9 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Morganrosel Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Morganrosel Wealth Management, LLC Brokerage Details
$409,864,243
5
868
$472,194
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
Morganrosel Wealth Management, LLC
Purshe Kaplan Sterling Investments
Pksa
Morgan Stanley Smith Barney
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
Littleton, CO
Littleton, CO
The content in this profile was updated by SmartAsset on 6/19/2024. 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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