Unclaimed Profile

Darin Andrew Morgan

ASCENDANT WEALTH MANAGEMENT LLC·BONITA SPRINGS, Florida

Clean recordASCENDANT WEALTH MANAGEMENT LLC

3301 BONITA BEACH ROAD, BONITA SPRINGS, FL 34134CRD# 5413030Firm CRD# 145098

Profile Verification

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

Identity

Darin Andrew Morgan · BONITA SPRINGS, FL

Registration

CRD #5413030 · ASCENDANT WEALTH MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Darin Andrew Morgan is a registered financial advisor based in BONITA SPRINGS, Florida, affiliated with ASCENDANT WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

ASCENDANT WEALTH MANAGEMENT LLC

ASCENDANT WEALTH MANAGEMENT

AUM

$132M

Regulatory assets under management

Employees

Total firm employees

View all advisors at ASCENDANT WEALTH MANAGEMENT LLC →

Services

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 5413030

Firm CRD# 145098

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Darin Andrew Morgan offer?

Darin Andrew Morgan specializes in Investment Management, Fee-Only Advisory. Contact their office in BONITA SPRINGS, Florida for a consultation.

What are Darin Andrew Morgan's credentials?

Darin Andrew Morgan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Darin Andrew Morgan located?

Darin Andrew Morgan is based in BONITA SPRINGS, Florida, working with ASCENDANT WEALTH MANAGEMENT LLC. Their office serves clients in the BONITA SPRINGS metropolitan area and surrounding communities.

How does Darin Andrew Morgan charge for services?

Darin Andrew Morgan's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ASCENDANT WEALTH MANAGEMENT LLC?

ASCENDANT WEALTH MANAGEMENT LLC has approximately 3 employees and manages $132M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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