John
Morris

Seraphim Capital Management, LLC

CRD#340494
Investment Advisor
in New York, NY

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About this Advisor

John Morris is a financial advisor based in New York, New York, working with Seraphim Capital Management, LLC. John has previously held a position at Seraphim Capital Management. John has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Colorado, New Jersey, and New York. Currently, John is part of Seraphim Capital Management, LLC, which operates out of New York, New York. The firm has 3 offices and 3 employees. The firm manages assets totaling $48.8 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Seraphim Capital Management, LLC includes asset-based, hourly, and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Performance-based Fees

Office Location

650 5Th Ave, Suite 2420
New York, NY 10019

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Seraphim Capital Management, LLC Brokerage Details

Total Assets Under Management

$48,831,521

NY Average: $7,464,549,021
Total Number of Employees

3

NY Average: 88
Total Number of Accounts

168

NY Average: 3,892
Average Account Size

$290,664

NY Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

John Morris Work History

2014 - Present (11 years)

Seraphim Capital Mangement

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of John Morris 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 Seraphim Capital Management, LLC

John Morris
New York, NY
John Mckee
New York, NY
Daniel Petrie
Morristown, NJ
Stephen Lam
Pennsburg, PA

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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