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Douglas Eugene Morisoli

THE Fairman Group, LLC

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About Douglas Eugene Morisoli

Douglas Morisoli is a financial advisor at The Fairman Group, LLC. Douglas has been in the financial services industry since 1995. Douglas is a Certified Financial Planner™ and holds the Series 2, 7, 24, 63, and 65 licenses. Douglas has been registered with the state of Pennsylvania as an Investment Advisor Representative since August 2002. The Fairman Group, LLC is a registered investment advisor based in Chesterbrook, PA. The firm specializes in providing financial planning, portfolio management, and other advisory services to high-net-worth individuals and families.

Firm Information

Douglas Morisoli is currently registered with THE Fairman Group, LLC. THE Fairman Group, LLC is a registered investment advisor based in Chesterbrook, PA. The firm has 14 investment advisor representatives and manages approximately $778.6 million in assets for 994 clients. THE Fairman Group offers financial planning, portfolio management for individuals and businesses, and selection of other advisors. The firm primarily serves high-net-worth individuals and individuals other than high-net-worth.
THE Fairman Group, LLC

1200 LIBERTY RIDGE DR STE 320

CHESTERBROOK, PA 19087-5570

$778.58M

Assets Under Management

34

Total Clients

12

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.

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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Douglas Morisoli’s Registration & Firm History

PA

08/01/2002 - Present

THE Fairman Group, LLC (BERWYN PA)

PA

04/07/1999 - 07/12/2001

VANGUARD MARKETING CORPORATION (MALVERN PA)

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Licenses & Designations

BC

Issued 04/26/1999

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 08/09/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/05/1999

Series 24 - General Securities Principal Examination

BC

Issued 04/06/1999

Series 7 - General Securities Representative Examination

BC

Issued 08/03/1995

Series 2 - Non-Member General Securities Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Douglas Eugene Morisoli.
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