Daniel
Morse
Independence Square Holdings, LLC
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About this Advisor
Daniel Morse is a financial advisor working out of Cherry Hill, New Jersey, with a total of 3 years of relevant experience. Morse is an advisor for Independence Square Holdings, LLC. Throughout their career, Morse has worked at Private Advisor Group, LLC, Lpl Financial, LLC and Independence Square Holdings, LLC. Morse has Series 63 and Series 66 licenses, which qualify them as a securities broker, and is approved to serve investors in New Jersey and Pennsylvania. Independence Square Holdings, LLC is a financial advisory firm that has its headquarters in King Of Prussia, PA. The investment advisory business has offices in six locations and a total of 41 financial advisors. It handles $926 million in total assets across its 2,025 customer accounts, making it one of the bigger firms in the country by assets under management. The firm provides services to six charitable organizations. Of its 2,025 accounts, 41% are associated with high-net-worth investors who have at least $1 million in assets. Independence Square Holdings, LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Fees for financial management typically are based on which services are offered. Fees charged by Independence Square Holdings, LLC can be comprised of some combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Independence Square Holdings, LLC Brokerage Details
$926,375,464
41
2,025
$457,469
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Daniel Morse Work History
Daniel has been registered as a financial advisor for 3 years.*
Independence Square Holdings, LLC
Lpl Financial, LLC
Independence Square Holdings, LLC
Private Advisor Group, 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 Daniel Morse 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 Independence Square Holdings, LLC
King Of Prussia, PA
King Of Prussia, PA
King Of Prussia, PA
King Of Prussia, PA
King Of Prussia, PA
King Of Prussia, PA
King Of Prussia, PA
King Of Prussia, PA
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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