Doug Scott Morris
Investment adviser representative at Sachem Hill LLC
23 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
23 years in the industry.
- Sachem Hill LLCApr 2019 to now
- Schoolcraft Capital LLCDec 2018 to now
- Milestone Group, Inc.Nov 2003 to Nov 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Sachem Hill LLC
$1.2BAssets managed
141Clients
4Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4627880
- Firm CRD
- 174210