David Charles Morgan
Investment adviser representative at Compass Capital Corporation
8 yearsExperience
1 stateRegistered in
$695.5MFirm assets
42 yearsFirm in business
Are you David Charles Morgan? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
8 years in the industry.
- Compass Capital CorporationJan 2009 to now
- Norfolk District Attorney OfficeJul 2013 to Dec 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 1 state (MA).
Compass Capital Corporation
$695.5MAssets managed
1,318Clients
11Advisers
42 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
- 5297240
- Firm CRD
- 112323