Unclaimed Profile

Michael Patrick Morris

TWO FISH MANAGEMENT, LLC·INDIANAPOLIS, Indiana

Series 3, Series 7, Series 66Clean record21 years registeredTWO FISH MANAGEMENT, LLC

9333 N. MERIDIAN, INDIANAPOLIS, IN 46260CRD# 4847333Firm CRD# 149612

Profile Verification

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

Identity

Michael Patrick Morris · INDIANAPOLIS, IN

Registration

CRD #4847333 · TWO FISH MANAGEMENT, LLC · 21 years registered

Brand Profile

Not yet started

Career History

TWO FISH MANAGEMENT

Jul 2010 – present

KSM CAPITAL ADVISORS, LLC

Mar 2005 – Jan 2008

INDIANAPOLIS, IN

MCDONALD INVESTMENTS INC.

Jan 2005 – Mar 2005

INDIANAPOLIS, IN

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 66

Registration record

First registered · January 7, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TWO FISH MANAGEMENT, LLC

CRD 149612 · SEC 801-78270

AUM

$24M

Regulatory assets under management

Employees

24 client accounts

Services offered by TWO FISH MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at TWO FISH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Michael Patrick Morris offer?

Michael Patrick Morris specializes in Investment Management, Retirement Planning. Contact their office in INDIANAPOLIS, Indiana for a consultation.

What are Michael Patrick Morris's credentials?

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

Where is Michael Patrick Morris located?

Michael Patrick Morris is based in INDIANAPOLIS, Indiana, working with TWO FISH MANAGEMENT, LLC. Their office serves clients in the INDIANAPOLIS metropolitan area and surrounding communities.

How does Michael Patrick Morris charge for services?

Michael Patrick Morris's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TWO FISH MANAGEMENT, LLC?

TWO FISH MANAGEMENT, LLC has approximately 1 employees and manages $24M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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