Joseph Scott Morrell

Employer firm

Cantor Fitzgerald Investment Advisors CRD 159296

$3.24B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 06/1995 → 06/2021
  Flippin, Bruce & Porter
  Lynchburg, VA
• 06/2021 → Present
  Cantor Fitzgerald Investment Advisors
  Lynchburg, VA

Previous Registrations

• 1995-07-24 → 2021-07-07
  Flippin Bruce & Porter Inc
  Lynchburg, VA

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-10-16
• S63 Uniform Securities Agent State Law Examination
  1983-06-03

Designations

• Chartered Financial Analyst

Other Names

• Joseph S Morrell