Best Investors Account Sign in
Inactive

Darin Andrew Morgan

Cerity Partners LLC

Naples, FL

New York, NY

Claim This Profile
Current Employers
Cerity Partners Llc

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-02
TX RA APPROVED 2023-01-03
  • FL RA
    APPROVED
    Since 2025-01-02
  • TX RA
    APPROVED
    Since 2023-01-03

Branch Locations

1185 Immokalee Road Suite 104, Naples, FL 34110 • United States

99 Park Avenue 16Th Floor, New York, NY 10016 • 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
Ascendant Wealth Management Llc Bonita Springs FL 10/2007 03/2020
Maryland Capital Management, Llc Bonita Springs FL 03/2020 12/2022
Cerity Partners Llc New York NY 01/2023 Present
  • 10/2007 → 03/2020
    Ascendant Wealth Management Llc
    Bonita Springs, FL
  • 03/2020 → 12/2022
    Maryland Capital Management, Llc
    Bonita Springs, FL
  • 01/2023 → Present
    Cerity Partners Llc
    New York, NY
Previous Registrations
  • 2020-03-12 → 2023-03-03
    Maryland Capital Management, Llc
    Bonita Springs, FL
  • 2007-10-05 → 2020-06-24
    Ascendant Wealth Management
    Bonita Springs, FL
  • 2007-10-05 → 2009-12-31
    Ascendant Wealth Management
    Bonita Springs, FL
Designations

View on SEC IAPD

Other Firms

TRUIST ADVISORY SERVICES, INC.
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
SYNOVUS SECURITIES, INC.
LPL FINANCIAL LLC
CAPITAL WEALTH PLANNING, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
NTV FRONTIER MANAGEMENT

Other Investors

JENNIFER ERNA MCMANUS
RUDINA RUCI
SALWA AMEEN
SAEGER CAY OLSEN
MIGUEL ALEJANDRO ALVAREZ
Manuel Espinosa
Ethan Nathaniel Stern
DAVID MATTHEW WHITTAKER

Other Offices

TRUIST ADVISORY SERVICES, INC. · NAPLES, FL
TRUIST ADVISORY SERVICES, INC. · NAPLES, FL
WELLS FARGO CLEARING SERVICES, LLC · NAPLES, FL
J.P. MORGAN SECURITIES LLC · NAPLES, FL
SYNOVUS SECURITIES, INC. · NAPLES, FL
LPL FINANCIAL LLC · NAPLES, FL
CAPITAL WEALTH PLANNING, LLC · NAPLES, FL
AMERIPRISE FINANCIAL SERVICES, LLC · NAPLES, FL

More in Naples, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor