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David Stephen Morrow

NEWSOUTH CAPITAL MANAGEMENT INC·MEMPHIS, Tennessee
Series 63Clean record41 years registeredNEWSOUTH CAPITAL MANAGEMENT INC
999 S. SHADY GROVE ROAD, MEMPHIS, TN 38120-4129CRD# 1727535Firm CRD# 110676

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Stephen Morrow · MEMPHIS, TN
Registration
CRD #1727535 · NEWSOUTH CAPITAL MANAGEMENT INC · 41 years registered
Brand Profile
Not yet started
01

Career History

NEWSOUTH CAPITAL MANAGEMENT INC
Jun 1985 – present
02

Registrations & Exams

FINRA examinations passed
Series 63
Registration record
First registered · June 27, 1985
Years registered · 41
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
NEWSOUTH CAPITAL MANAGEMENT INC
CRD 110676 · SEC 801-24716
AUM
$2.6B
Regulatory assets under management
Employees
11
175 client accounts
Services offered by NEWSOUTH CAPITAL MANAGEMENT INC
Per Form ADV
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at NEWSOUTH CAPITAL MANAGEMENT INC →
Introduction

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05

Frequently Asked Questions

What services does David Stephen Morrow offer?
David Stephen Morrow specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in MEMPHIS, Tennessee for a consultation.
What are David Stephen Morrow's credentials?
David Stephen Morrow is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Stephen Morrow located?
David Stephen Morrow is based in MEMPHIS, Tennessee, working with NEWSOUTH CAPITAL MANAGEMENT INC. Their office serves clients in the MEMPHIS metropolitan area and surrounding communities.
How does David Stephen Morrow charge for services?
David Stephen Morrow'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 NEWSOUTH CAPITAL MANAGEMENT INC?
NEWSOUTH CAPITAL MANAGEMENT INC has approximately 11 employees and manages $2.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at NEWSOUTH CAPITAL MANAGEMENT INC

Brooke Ann Morrow
MEMPHIS, TN
Patrick John Danehy
MEMPHIS, TN
Alexander Duncan Mclean
MEMPHIS, TN
Jeffrey Owen Drinan
MEMPHIS, TN
Paul Trowbridge Gillespie
MEMPHIS, TN

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