Unclaimed Profile

Michael H. Morris

NAPLES GLOBAL ADVISORS LLC·NAPLES, Florida

Series 65Clean record11 years registeredNAPLES GLOBAL ADVISORS LLC

720 5TH AVENUE SOUTH, NAPLES, FL 34102CRD# 4513473Firm CRD# 158544

Profile Verification

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

Identity

Michael H. Morris · NAPLES, FL

Registration

CRD #4513473 · NAPLES GLOBAL ADVISORS LLC · 11 years registered

Brand Profile

Not yet started

Career History

NAPLES GLOBAL ADVISORS

Feb 2015 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · February 19, 2015

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NAPLES GLOBAL ADVISORS LLC

CRD 158544 · SEC 801-72600

AUM

$1.5B

Regulatory assets under management

Employees

1,554 client accounts

Services offered by NAPLES GLOBAL ADVISORS LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at NAPLES GLOBAL ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Michael H. Morris offer?

Michael H. Morris specializes in Investment Management, Fee-Only Advisory. Contact their office in NAPLES, Florida for a consultation.

What are Michael H. Morris's credentials?

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

Where is Michael H. Morris located?

Michael H. Morris is based in NAPLES, Florida, working with NAPLES GLOBAL ADVISORS LLC. Their office serves clients in the NAPLES metropolitan area and surrounding communities.

How does Michael H. Morris charge for services?

Michael H. Morris'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 NAPLES GLOBAL ADVISORS LLC?

NAPLES GLOBAL ADVISORS LLC has approximately 18 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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