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Douglas Eugene Morisoli

THE FAIRMAN GROUP, LLC·CHESTERBROOK, Pennsylvania
Series 2, Series 7, Series 24, Series 63, Series 65Clean record24 years registeredTHE FAIRMAN GROUP, LLC
1200 LIBERTY RIDGE DR STE 320, CHESTERBROOK, PA 19087-5570CRD# 1341003Firm CRD# 121492

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Douglas Eugene Morisoli · CHESTERBROOK, PA
Registration
CRD #1341003 · THE FAIRMAN GROUP, LLC · 24 years registered
Brand Profile
Not yet started
01

Career History

THE FAIRMAN GROUP, LLC
Aug 2002 – present
02

Registrations & Exams

FINRA examinations passed
Series 2
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · August 1, 2002
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
THE FAIRMAN GROUP, LLC
CRD 121492 · SEC 801-61326
AUM
$779M
Regulatory assets under management
Employees
17
994 client accounts
Services offered by THE FAIRMAN GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at THE FAIRMAN GROUP, LLC →
Introduction

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05

Frequently Asked Questions

What services does Douglas Eugene Morisoli offer?
Douglas Eugene Morisoli specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHESTERBROOK, Pennsylvania for a consultation.
What are Douglas Eugene Morisoli's credentials?
Douglas Eugene Morisoli is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Douglas Eugene Morisoli located?
Douglas Eugene Morisoli is based in CHESTERBROOK, Pennsylvania, working with THE FAIRMAN GROUP, LLC. Their office serves clients in the CHESTERBROOK metropolitan area and surrounding communities.
How does Douglas Eugene Morisoli charge for services?
Douglas Eugene Morisoli'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 THE FAIRMAN GROUP, LLC?
THE FAIRMAN GROUP, LLC has approximately 17 employees and manages $779M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at THE FAIRMAN GROUP, LLC

Roy Milton Fairman
CHESTERBROOK, PA
Shawn Paul Kindt
CHESTERBROOK, PA
Marianne Coccia Inforzato
CHESTERBROOK, PA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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