Best Investors Account Sign in
Inactive

Daniel Anthony Morris

Smithbridge Asset Management, Inc.

Chadds Ford, PA

Claim This Profile
Current Employers
Smithbridge Asset Management, Inc.

116 Commons Court, Chadds Ford, PA 19317 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2022-07-07
  • PA RA
    APPROVED
    Since 2022-07-07

Branch Locations

116 Commons Court, Chadds Ford, PA 19317 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Smithbridge Asset Management Inc Chadds Ford PA 12/2021 Present
Morris Capital Advisors, Inc. Malvern PA 12/1994 12/2021
Previous Registrations
  • 1995-06-21 → 2022-11-18
    Morris Capital Advisors Inc
    Malvern, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-01-30
S63 Uniform Securities Agent State Law Examination 1993-09-08
  • S65 Uniform Investment Adviser Law Examination
    2006-01-30
  • S63 Uniform Securities Agent State Law Examination
    1993-09-08
Other Names
  • Daniel Morris

View on SEC IAPD

Other Firms

DT INVESTMENT PARTNERS, LLC
RBC CAPITAL MARKETS, LLC
KINGSVIEW WEALTH MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
CORECAP ADVISORS
CHARTERED ADVISORY GROUP
FOUNDERS FINANCIAL SECURITIES LLC

Other Investors

JOHN LEROY BLAIR
John Leroy Blair
Michael David D'Antonio
Ryan Riley Omensetter
LUKE PENSEROT SMITH
JONATHAN DARRELL SMITH
CHARLES Andres SMITH
Jennifer Hahn Giles

Other Offices

DT INVESTMENT PARTNERS, LLC · CHADDS FORD, PA
RBC CAPITAL MARKETS, LLC · CHADDS FORD, PA
KINGSVIEW WEALTH MANAGEMENT, LLC · West Chester, PA
STATE FARM INVESTMENT MANAGEMENT CORP. · Glen Mills, PA
OSAIC WEALTH, INC. · Glen Mills, PA
STATE FARM INVESTMENT MANAGEMENT CORP. · Chadds Ford, PA
CORECAP ADVISORS · Glen Mills, PA
CHARTERED ADVISORY GROUP · CHADDS FORD, PA

More in Chadds Ford, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor