Unclaimed Profile

David Baldwin Morgan

MORGANROSEL WEALTH MANAGEMENT, LLC·HIGHLANDS RANCH, Colorado

SIE, Series 7, Series 9, Series 10, Series 31, Series 63, Series 66CFP25 years registeredMORGANROSEL WEALTH MANAGEMENT, LLC

1805 SHEA CENTER DR, HIGHLANDS RANCH, CO 80129CRD# 2914803Firm CRD# 291065

Profile Verification

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

Identity

David Baldwin Morgan · HIGHLANDS RANCH, CO

Registration

CRD #2914803 · MORGANROSEL WEALTH MANAGEMENT, LLC · 25 years registered

Brand Profile

Not yet started

Career History

HEIRLOOM WEALTH MANAGEMENT LLC

Jan 2026 – present

MORGANROSEL WEALTH MANAGEMENT, LLC

Dec 2017 – Jan 2026

HIGHLANDS RANCH, CO

PKS ADVISORY SERVICES, LLC

Nov 2017 – Jan 2018

ALBANY, NY

MORGAN STANLEY

Jun 2009 – Nov 2017

GREENWOOD VILLAGE, CO

CITIGROUP GLOBAL MARKETS INC.

Feb 2009 – Jun 2009

ENGLEWOOD, CO

UBS FINANCIAL SERVICES INC.

Mar 2001 – Mar 2009

DENVER, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 31

Series 63

Series 66

Registration record

First registered · March 1, 2001

Years registered · 25

Professional designation · CFP

Disclosure History

2008Customer Dispute·Settled

2006Customer Dispute·Denied

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

MORGANROSEL WEALTH MANAGEMENT, LLC

CRD 291065 · SEC 801-112145

AUM

$410M

Regulatory assets under management

Employees

868 client accounts

Services offered by MORGANROSEL WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MORGANROSEL WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does David Baldwin Morgan offer?

David Baldwin Morgan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HIGHLANDS RANCH, Colorado for a consultation.

What are David Baldwin Morgan's credentials?

David Baldwin Morgan holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is David Baldwin Morgan located?

David Baldwin Morgan is based in HIGHLANDS RANCH, Colorado, working with MORGANROSEL WEALTH MANAGEMENT, LLC. Their office serves clients in the HIGHLANDS RANCH metropolitan area and surrounding communities.

How does David Baldwin Morgan charge for services?

David Baldwin Morgan'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 MORGANROSEL WEALTH MANAGEMENT, LLC?

MORGANROSEL WEALTH MANAGEMENT, LLC has approximately 5 employees and manages $410M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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