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David Charles Morgan

COMPASS CAPITAL CORPORATION·BRAINTREE, Massachusetts
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50 BRAINTREE HILL OFFICE PARK, BRAINTREE, MA 02184-8734CRD# 5297240Firm CRD# 112323
01

About

David Charles Morgan is a registered financial advisor based in BRAINTREE, Massachusetts, affiliated with COMPASS CAPITAL CORPORATION. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
COMPASS CAPITAL CORPORATION
COMPASS CAPITAL CORPORATION
AUM
$591M
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at COMPASS CAPITAL CORPORATION →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5297240
Firm CRD# 112323
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Charles Morgan offer?
David Charles Morgan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BRAINTREE, Massachusetts for a consultation.
What are David Charles Morgan's credentials?
David Charles Morgan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Charles Morgan located?
David Charles Morgan is based in BRAINTREE, Massachusetts, working with COMPASS CAPITAL CORPORATION. Their office serves clients in the BRAINTREE metropolitan area and surrounding communities.
How does David Charles Morgan charge for services?
David Charles 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 COMPASS CAPITAL CORPORATION?
COMPASS CAPITAL CORPORATION has approximately 15 employees and manages $591M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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