HD
HD

Harris Morgan Dzwonkowski

6 Years of Experience
Broker
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
15 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$35.7M

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
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Location

3785 NW 82nd Avenue, Unit 304, Doral, FL, 33166

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Harris is a minority owner and member of Divergent Branch LLC, which owns Divergent Capital Asset Management. He spends a few hours per week working at Divergent Branch LLC.

Employment History
Current Registrations
Rockland Securities, LLCBroker
September 2025 - Present · 5 mos
Divergent Capital Asset Management LLC
May 2023 - Present · 2 yrs 9 mos
Previous Registrations
Castle Hill Capital Partners, INC.Broker
April 2023 - September 2023 · 5 mos
Glide Capital
September 2022 - December 2022 · 3 mos
Miraberg Wealth LLC
September 2021 - October 2021 · 1 mo
Singer Wealth Advisors INC.
June 2021 - July 2021 · 1 mo
Kawa Capital Management, INC.
November 2020 - May 2021 · 6 mos
Kawa Securities LLCBroker
September 2020 - May 2021 · 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2017 - April 2018 · 1 yr
LPL Financial LLC
June 2016 - March 2017 · 9 mos
LPL Financial LLCBroker
October 2015 - March 2017 · 1 yr 5 mos
J.P. Turner & Company, L.L.C.Broker
July 2015 - August 2015 · 1 mo
State Registrations5 states
CACOFLGATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.