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Daniel Anthony Morris

Smithbridge Asset Management, Inc.

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About Daniel Anthony Morris

Daniel Morris is an investment advisor representative at Smithbridge Asset Management, Inc. Daniel is registered with the state of Pennsylvania as an Investment Advisor Representative. Daniel is a registered investment advisor with over 29 years of experience in the industry. Daniel has passed the Series 3, Series 6, and Series 63 exams. Daniel has a strong background in financial planning and portfolio management. Daniel's areas of specialization include Financial Planning, Portfolio Management for Individuals, Portfolio Management for Businesses, and Portfolio Management for Investment Companies.

Firm Information

Daniel Morris is currently registered with Smithbridge Asset Management, Inc.. Smithbridge Asset Management, Inc. is an investment advisor headquartered in CHADDS FORD, PA. The firm manages $613,003,476 in assets for a total of 944 clients. Smithbridge Asset Management, Inc. offers financial planning, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for investment companies. The firm serves individuals, high-net-worth individuals, investment companies, charitable organizations, pooled investment vehicles, and pension and profit-sharing plans.
Smithbridge Asset Management, Inc.

116 COMMONS COURT

CHADDS FORD, PA 19317

$613.00M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Daniel Morris’s Registration & Firm History

PA

07/07/2022 - Present

Smithbridge Asset Management, Inc. (CHADDS FORD PA)

MD

06/30/1993 - 05/25/1995

DECLARATION DISTRIBUTORS, INC. (BALTIMORE MD)

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Licenses & Designations

IA

Issued 01/30/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/08/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/28/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 11/12/1987

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Anthony Morris.
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