Andrew Morin is a registered investment advisor at D.A. Davidson & CO., based in Salt Lake City, UT, with 11 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
95 S State St, Suite 1500, Salt Lake City, UT, 84111
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Andrew co-owns the YouTube channel Viral Flow and owns/creates three other YouTube channels: Drew Morin, Danny & Drew, and Desktop Drumming. These activities are not investment-related and take a few hours per week for Viral Flow and minimal time for the others.
Employment History
Current Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
Previous Registrations
Alps Distributors, INC.Broker
Wasatch Advisors INC
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
D.A. Davidson & CO.Broker
State Registrations42 states
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