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Eric Ray Morrison

SUNDVOLD CAPITAL MANAGEMENT LLC·COLUMBIA, Missouri
Unclaimed Profile
1000 W. NIFONG, COLUMBIA, MO 65203CRD# 5450565Firm CRD# 108176
01

About

Eric Ray Morrison is a registered financial advisor based in COLUMBIA, Missouri, affiliated with SUNDVOLD CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
SUNDVOLD CAPITAL MANAGEMENT LLC
SUNDVOLD FINANCIAL
AUM
$209M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at SUNDVOLD CAPITAL MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5450565
Firm CRD# 108176
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Eric Ray Morrison offer?
Eric Ray Morrison specializes in Financial Planning, Investment Management. Contact their office in COLUMBIA, Missouri for a consultation.
What are Eric Ray Morrison's credentials?
Eric Ray Morrison is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Eric Ray Morrison located?
Eric Ray Morrison is based in COLUMBIA, Missouri, working with SUNDVOLD CAPITAL MANAGEMENT LLC. Their office serves clients in the COLUMBIA metropolitan area and surrounding communities.
How does Eric Ray Morrison charge for services?
Eric Ray Morrison'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 SUNDVOLD CAPITAL MANAGEMENT LLC?
SUNDVOLD CAPITAL MANAGEMENT LLC has approximately 8 employees and manages $209M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in COLUMBIA
Conor Francis Delaney — CONVERGENCE FINANCIAL, LLCJon Thomas Sundvold — SUNDVOLD CAPITAL MANAGEMENT LLCJohn Pascucci — JJP CAPITAL MANAGEMENT, INC.Christopher Joseph Pascucci — JJP CAPITAL MANAGEMENT, INC.Cathleen Anne Wrisberg — CONVERGENCE FINANCIAL, LLC
Nearby cities in Missouri
ST. LOUIS (594)KANSAS CITY (265)CLAYTON (125)SAINT LOUIS (108)CHESTERFIELD (78)
City Guides
ST. LOUIS GuideKANSAS CITY GuideCLAYTON GuideSAINT LOUIS GuideCHESTERFIELD Guide
Research
Advisor Fees in MissouriNational Fee Analysis
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