Daryl
Morrow

United Advisors America

CRD#6872456
Investment Advisor
in Tamarac, FL

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About this Advisor

Daryl Morrow is a financial advisor based in Tamarac, Florida, working with United Advisors America. Daryl has previously held positions at Knights Of Columbus, Allstate Insurance Company, Cetera Investment Services LLC, Cetera Investment Advisers LLC, and United Advisors America. Daryl has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida, New Jersey, and Pennsylvania. Currently, Daryl is part of United Advisors America, which operates out of Tamarac, Florida. The firm has 27 employees and manages assets totaling $260.2 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at United Advisors America includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets

Office Location

Tamarac, FL

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United Advisors America Brokerage Details

Total Assets Under Management

$260,175,011

FL Average: $3,042,739,679
Total Number of Employees

27

FL Average: 49
Total Number of Accounts

2,249

FL Average: 2,315
Average Account Size

$115,685

FL Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Daryl Morrow Work History

2023 - Present (1 year)

United Advisors America

2021 - 2023 (2 years)

Cetera Investment Advisers LLC

2020 - 2023 (3 years)

Cetera Investment Services LLC

2020 - 2020 (< 1 year)

Knights Of Columbus

2017 - 2020 (3 years)

Allstate Insurance Company

2010 - 2017 (7 years)

Knights Of Columbus

Disclosures

Please visit the SEC profile of Daryl Morrow 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 United Advisors America

Thomas Barten
Bloomington, MN
Scott Waechter
Mukwonago, WI
Kevin Mahony
Atlanta, GA
Alan Carlson
St. Paul, MN
Glen Fuller
Prosper, TX
Aubrey Paganelli
Prosper, TX
Ashley Daniel
Bradenton, FL
Michael Dougherty
Prosper, TX

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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