Andrew William Morin

Employer firm

D.a. Davidson & Co. CRD 199

$41.8B regulatory AUM 1,050 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 09/2013 → 05/2017
  Wasatch Advisors, Inc.
  Salt Lake City, UT
• 02/2014 → 05/2017
  Alps Distributors, Inc.
  Salt Lake City, UT
• 08/2017 → 04/2019
  University Of Utah
  Salt Lake City, UT
• 05/2018 → 07/2018
  Ge Healthcare
  Salt Lake City, UT
• 04/2019 → 05/2019
  Unemployed
  Salt Lake City, UT
• 05/2019 → Present
  D.A. Davidson & Co.
  Salt Lake City, UT

Previous Registrations

• 2014-02-11 → 2017-06-01
  Wasatch Advisors Lp
  Salt Lake City, UT
• 2012-10-01 → 2013-10-01
  J.P. Morgan Securities Llc
  Salt Lake City, UT
• 2012-04-26 → 2012-10-01
  Chase Investment Services Corp.
  Salt Lake City, UT

Other Businesses

1) Viral Flow; non-investment related; Salt Lake City, UT; YouTube Channel; Co-Owner; starting April 2018; 8 hrs per week and not during securities trading hours; I am currently affiliated with a YouTube channel, Viral Flow. Some of the video content published contains investment-related topics, but is primarily produced as a way to entertain and educate viewers. 2) Drew Morin, self-titled YouTube Channel; non-investment related; Salt Lake City, UT; YouTube Channel; Owner/Creator; starting 8/3/2020; 5 hr/mo and not during securities trading hours; I occasionally upload videos for entertainment of others. 3) Danny & Drew, self-titled YouTube Channel; non-investment related; Salt Lake City, UT; YouTube Channel; Partner/Creator; starting 4/5/2020; 1 hr/week and not during securities trading hours; I occasionally upload videos for entertainment of others. 4) Desktop Drumming, YouTube Channel; non-investment related; Salt Lake City, UT; YouTube Channel; Partner/Creator; starting 9/26/2020; 1 hr/week and not during securities trading hours; I occasionally upload videos for entertainment of others.

Exams

• S66 Uniform Combined State Law Examination
  2011-10-26

Other Names

• Drew Morin
• Andrew Morin