Michael Norris Morrill

Employer firm

D.f. Dent And Company, Inc. CRD 105179

$7.88B regulatory AUM 16 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2005 → Present
  D.F. Dent & Company, Inc.
  Baltimore, MD
• 05/2005 → 03/2022
  Foreside Fund Services, Llc
  Baltimore, MD

Other Businesses

1.) Baltimore Chesapeake Bay Outward Bound School; Baltimore, MD; Non-Investment Related; Started 3/31/2018; Volunteer member of board; Board member; Plan and organize for the future success of the non-profit; 2 hours per month with 0 hours during securities trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-05-29