David
Morrison
Peloton Capital Management
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About this Advisor
David Morrison is a financial advisor based in Indianapolis, Indiana, working with Peloton Capital Management. David has previously held positions at Pacific Investment Management Company LLC, Pimco Investments LLC, Peloton Wealth Strategists, Inc, Pnc Investments, and Pnc Bank. David has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida, Indiana, Kentucky, and Texas. Currently, David is part of Peloton Capital Management, which operates out of Indianapolis, Indiana. The firm has 5 employees and manages assets totaling $263.1 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, portfolio management for institutional clients, publication of newsletters, and other services. The fee structure at Peloton Capital Management includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Peloton Capital Management Brokerage Details
$263,052,034
5
360
$730,700
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Publication of periodicals or newsletters
- Other
David Morrison Work History
Peloton Wealth Strategists, Inc
Pnc Bank
Pnc Investments
Pacific Investment Management Company LLC
Pimco Investments LLC
Disclosures
Please visit the SEC profile of David Morrison 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 Peloton Capital Management
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
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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