AdvisorOS Directory
Claim Profile
JM

Joshua David Morris

DAVIDSON KEMPNER CAPITAL MANAGEMENT LP·NEW YORK, New York
Unclaimed Profile
520 MADISON AVENUE, NEW YORK, NY 10022CRD# 6931137Firm CRD# 155680
01

About

Joshua David Morris is a registered financial advisor based in NEW YORK, New York, affiliated with DAVIDSON KEMPNER CAPITAL MANAGEMENT LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP
AUM
$44.7B
Regulatory assets under management
Employees
486
Total firm employees
View all advisors at DAVIDSON KEMPNER CAPITAL MANAGEMENT LP →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6931137
Firm CRD# 155680
2 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in NEW YORK?

Browse all registered financial advisors in NEW YORK, New York or claim this profile if it's yours.

Browse NEW YORK AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Joshua David Morris offer?
Joshua David Morris specializes in Retirement Planning. Contact their office in NEW YORK, New York for a consultation.
What are Joshua David Morris's credentials?
Joshua David Morris is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joshua David Morris located?
Joshua David Morris is based in NEW YORK, New York, working with DAVIDSON KEMPNER CAPITAL MANAGEMENT LP. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does Joshua David Morris charge for services?
Joshua David 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 DAVIDSON KEMPNER CAPITAL MANAGEMENT LP?
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP has approximately 486 employees and manages $44.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at DAVIDSON KEMPNER CAPITAL MANAGEMENT LP

James Andrew Michaelson
NEW YORK, NY
Risto Oskari Koivula
NEW YORK, NY
Zachary Zoll Altschuler
NEW YORK, NY
Anthony Alexander Yoseloff
NEW YORK, NY
Eric Philip Epstein
NEW YORK, NY
Eric Wade Sacks
NEW YORK, NY

More Advisors in NEW YORK, New York

Alisa Annah Berger
LUMINARX CAPITAL MANAGEMENT LP·NEW YORK, NY
Tiffany Taylor Michel
RENAISSANCE TECHNOLOGIES LLC·NEW YORK, NY
Christa Mueller Dorrego
ARNHOLD LLC·NEW YORK, NY
Rishi Harish Shah
BREVAN HOWARD US INVESTMENT MANAGEMENT LP·NEW YORK, NY
Suzanna Maud Carr
HSBC SECURITIES (USA) INC.·NEW YORK, NY
Todd Tibbetts
MIO PARTNERS, INC.·NEW YORK, NY

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New York
ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)BUFFALO (132)BROOKLYN (131)ALBANY (124)RYE (123)NEW YORK CITY (113)PITTSFORD (112)
City Guides
ROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE GuideBUFFALO Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Request removal of this profile