Unclaimed Profile

Craig Paul Morningstar

DYNAMIC ADVISOR SOLUTIONS LLC·PHOENIX, Arizona

Series 7, Series 24, Series 63, Series 66Clean record24 years registeredDYNAMIC ADVISOR SOLUTIONS LLC

2415 EAST CAMELBACK ROAD, PHOENIX, AZ 85016CRD# 2228731Firm CRD# 151367

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Craig Paul Morningstar · PHOENIX, AZ

Registration

CRD #2228731 · DYNAMIC ADVISOR SOLUTIONS LLC · 24 years registered

Brand Profile

Not yet started

Career History

IP FINANCIAL ADVISORY SERVICES LLC

Jan 2025 – present

DYNAMIC WEALTH ADVISORS

Jun 2011 – Dec 2023

SCOTTSDALE, AZ

SYNERGY INVESTMENT GROUP, LLC

Jul 2004 – Jun 2010

MESA, AZ

CUE

Mar 2002 – Jun 2002

PHOENIX, AZ

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · March 11, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DYNAMIC ADVISOR SOLUTIONS LLC

CRD 151367 · SEC 801-72203

AUM

$4.8B

Regulatory assets under management

Employees

125

14,988 client accounts

Services offered by DYNAMIC ADVISOR SOLUTIONS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at DYNAMIC ADVISOR SOLUTIONS LLC →

Introduction

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Frequently Asked Questions

What services does Craig Paul Morningstar offer?

Craig Paul Morningstar specializes in Financial Planning, Investment Management. Contact their office in PHOENIX, Arizona for a consultation.

What are Craig Paul Morningstar's credentials?

Craig Paul Morningstar is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Craig Paul Morningstar located?

Craig Paul Morningstar is based in PHOENIX, Arizona, working with DYNAMIC ADVISOR SOLUTIONS LLC. Their office serves clients in the PHOENIX metropolitan area and surrounding communities.

How does Craig Paul Morningstar charge for services?

Craig Paul Morningstar's firm is compensated through percentage of aum, hourly charges, subscription fees, other: asset-based and flat fees for model portfolio adviser services. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DYNAMIC ADVISOR SOLUTIONS LLC?

DYNAMIC ADVISOR SOLUTIONS LLC has approximately 125 employees and manages $4.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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