Unclaimed Profile

Doug Scott Morris

THE MILESTONE GROUP, INC.·DENVER, Colorado

Clean record22 years registeredTHE MILESTONE GROUP, INC.

370 17TH STREET, DENVER, CO 80202CRD# 4627880Firm CRD# 106733

Profile Verification

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

Identity

Doug Scott Morris · DENVER, CO

Registration

CRD #4627880 · THE MILESTONE GROUP, INC. · 22 years registered

Brand Profile

Not yet started

Career History

SACHEM HILL LLC

Apr 2019 – present

THE MILESTONE GROUP, INC.

Jan 2004 – Nov 2018

DENVER, CO

Registrations & Exams

Registration record

First registered · January 12, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BOK FINANCIAL PRIVATE WEALTH, INC.

CRD 106733 · SEC 801-51401

AUM

$2.8B

Regulatory assets under management

Employees

2,128 client accounts

Services offered by BOK FINANCIAL PRIVATE WEALTH, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BOK FINANCIAL PRIVATE WEALTH, INC. →

Introduction

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Frequently Asked Questions

What services does Doug Scott Morris offer?

Doug Scott Morris specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DENVER, Colorado for a consultation.

What are Doug Scott Morris's credentials?

Doug Scott Morris is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Doug Scott Morris located?

Doug Scott Morris is based in DENVER, Colorado, working with THE MILESTONE GROUP, INC.. Their office serves clients in the DENVER metropolitan area and surrounding communities.

How does Doug Scott Morris charge for services?

Doug Scott Morris's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THE MILESTONE GROUP, INC.?

THE MILESTONE GROUP, INC. has approximately 33 employees and manages $2.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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