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Daniel Robert Morris

Belpointe Asset Management LLC

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About Daniel Robert Morris

Daniel Morris is a financial advisor with Belpointe Asset Management LLC and is registered to provide investment advisory services in Connecticut. Daniel has been working in the financial services industry since 2011 and holds a Series 66, Series 7, and SIE license. Daniel's previous experience includes positions at Wells Fargo Advisors, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Daniel is a board member of the Stamford Partnership and is involved with Project Music and the Stamford Old Timers Athletic Association.

Firm Information

Daniel Morris is currently registered with Belpointe Asset Management LLC. Belpointe Asset Management LLC is an investment advisor based in Reno, NV. The firm manages $4.30 billion in assets for a range of clients, including high-net-worth individuals, pension and profit-sharing plans, corporations, and individuals. Belpointe Asset Management offers a variety of advisory services, including financial planning, pension consulting, portfolio management for individuals, and selection of other advisors. The firm participates in a wrap fee program.
Belpointe Asset Management LLC

500 DAMONTE RANCH PARKWAY

RENO, NV 89521

$4.30B

Assets Under Management

109

Total Clients

129

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 individuals

Personalized portfolio management to meet individual financial objectives.

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

NV

12/24/2015 - Present

Belpointe Asset Management LLC (RENO NV)

CT

12/01/2014 - 11/12/2015

WELLS FARGO ADVISORS, LLC (OLD GREENWICH CT)

CT

08/18/2011 - 12/03/2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (STAMFORD CT)

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Licenses & Designations

BOTH

Issued 09/16/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/12/2015

SIE - Securities Industry Essentials Examination

BC

Issued 08/17/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Daniel Robert Morris. Review regulatory record here.
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