David
Morgan
Compass Capital Corporation
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About this Advisor
David Morgan is a financial advisor operating in Braintree, Massachusetts, with 14 years of relevant experience. Morgan is an advisor for Compass Capital Corporation. Their career trajectory has included roles at Norfolk District Attorney Office and Compass Capital Corporation. Morgan has a Series 65 license, which qualifies them as an investment advisor representative, and is registered to advise clients in Massachusetts. Compass Capital Corporation is a registered investment company based in Braintree, MA. The firm has offices in three locations and a total of 17 employees. It administers $476 million in total assets among its 1,327 client accounts, making it one of the larger financial advisory firms in the United States by assets under management. Of its 1,327 client accounts, just 6% belong to high-net-worth investors who have at least $1 million in assets. The company has a diverse range 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. Financial management fees usually are based on which services are provided. Fees charged by Compass Capital Corporation can consist of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Compass Capital Corporation Brokerage Details
$476,368,663
17
1,327
$358,982
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 14 years.*
Compass Capital Corporation
Norfolk District Attorney Office
*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 Compass Capital Corporation
Braintree, MA
Braintree, MA
Lutz, FL
Braintree, MA
Braintree, MA
Braintree, MA
Braintree, MA
Braintree, MA
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