David
Morrison
Peloton Wealth Strategists, Inc
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About this Advisor
David Morrison is a financial advisor operating out of Indianapolis, Indiana who has 4 years of industry experience. Morrison is currently employed by Peloton Wealth Strategists, Inc. Over the course of their career, Morrison has held roles at Pacific Investment Management Company LLC, Pimco Investments LLC, Peloton Wealth Strategists, Inc, Pnc Bank and Pnc Investments. Morrison maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to work in Florida, Indiana, Kentucky and Texas. Peloton Wealth Strategists, Inc is a company operating out of Indianapolis, IN. It controls $246 million in total assets between its 374 customer accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 374 customer accounts, 100% are associated with high-net-worth clients who have at least $1 million in investable assets. Peloton Wealth Strategists, Inc offers a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, publication of newsletters and other services. Financial management fee schedules typically vary depending on the type of financial services. However, fee types billed by Peloton Wealth Strategists, Inc most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Peloton Wealth Strategists, Inc Brokerage Details
$245,983,290
4
374
$657,709
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
David has been registered as a financial advisor for 4 years.*
Peloton Wealth Strategists, Inc
Pnc Bank
Pnc Investments
Pacific Investment Management Company LLC
Pimco Investments LLC
*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 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 Wealth Strategists, Inc
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
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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