Unclaimed Profile

Eric Ray Morrison

SUNDVOLD CAPITAL MANAGEMENT LLC·COLUMBIA, Missouri

Series 65Clean record18 years registeredSUNDVOLD CAPITAL MANAGEMENT LLC

1000 W. NIFONG, COLUMBIA, MO 65203CRD# 5450565Firm CRD# 108176

Profile Verification

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

Identity

Eric Ray Morrison · COLUMBIA, MO

Registration

CRD #5450565 · SUNDVOLD CAPITAL MANAGEMENT LLC · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SUNDVOLD CAPITAL MANAGEMENT LLC

SUNDVOLD FINANCIAL

Jul 2022 – Nov 2024

COLUMBIA, MO

SUNDVOLD FINANCIAL

Jun 2008 – Jan 2011

COLUMBIA, MO

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · June 17, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SUNDVOLD CAPITAL MANAGEMENT LLC

CRD 108176 · SEC 801-57007

AUM

$209M

Regulatory assets under management

Employees

435 client accounts

Services offered by SUNDVOLD CAPITAL MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SUNDVOLD CAPITAL MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Eric Ray Morrison offer?

Eric Ray Morrison specializes in Financial Planning, Investment Management.

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, last registered with SUNDVOLD CAPITAL MANAGEMENT LLC.

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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