DM
David Morgan
REAP IN WEALTH MANAGEMENT
Palm Coast, FL
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CRD#: 1162104
DM
Professional summary
David Morgan, who also goes by David Hamilton Morgan, is a registered financial advisor currently at REAP IN WEALTH MANAGEMENT, LLC located in Palm Coast, Florida and COMPASS FINANCIAL MANAGEMENT LLC located in Palm Coast, Florida.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. David has worked at 4 firms and has passed the Series 65, Series 22 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
David Hamilton Morgan
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
REAP, LLC; NON-INVESTMENT RELATED; 716 N CENTRAL AVE, FLAGLER BEACH, FL 32136; INSURANCE SERVICES; MANAGING MEMBER; 03/2004; APPROXIMATELY 50% OF TIME SPENT IN THIS BUSINESS
CRS (Client Relationship Summary) - RIA
Click below to view David Morgan's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 15, 2011 - Present
REAP IN WEALTH MANAGEMENT, LLC
Office #2: 801 International Drive Suite 500, Lake Mary, FL 32746Office #3: 309 Ne 1st Street, Gainesville, FL 32601RIA
CRD#: 146512
Palm Coast, FL
Current
August 21, 2025 - Present
COMPASS FINANCIAL MANAGEMENT LLC
RIA
CRD#: 156345
Palm Coast, FL
Past
June 11, 2008 - September 28, 2011
BROOKSTONE CAPITAL MANAGEMENT LLC
RIA
CRD#: 141413
FLAGLER BEACH, FL
Past
March 31, 2008 - December 31, 2008
REAP IN WEALTH MANAGEMENT, LLC
RIA
CRD#: 146512
FLAGLER BEACH, FL
Past
December 12, 1983 - March 13, 1984
CINCINNATI ANALYSTS, INC.
BD
CRD#: 5478
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CF
COMPASS FINANCIAL MANAGEMENT LLC
COMPASS FINANCIAL MANAGEMENT LLC | ZODA FINANCIAL | NATURE COAST CAPITAL | MY ROADMAP ADVISOR | MOWERY CAPITAL | MICHAEL LEE STRATEGY | MARKOWSKI INVESTMENTS HOLDING CORPORATION | MARKOWSKI BROTHERS HOLDING CORPORATION | KELLY INVESTMENT ADVISORS | KDH FINANCIAL | JOHN DANIELS CPA | INTELLIVISOR FAMILY OFFICE | INDEPENDENCE MONEY | FORTIFIED WEALTH MANAGEMENT | DMK ADVISOR GROUP | DISE WEALTH MANAGEMENT
CRD#: 156345 / SEC#: 801-118185
RIA
Registered Investment Advisory firm - (3/6/2020 Approved)Florida
Registered Investment Advisory firm - (3/11/2020 Terminated)New Jersey
Registered Investment Advisory firm - (3/19/2020 Terminated)New York
Registered Investment Advisory firm - (3/11/2020 Terminated)South Carolina
Registered Investment Advisory firm - (3/11/2020 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(8/15/2011)
IAR
Georgia(11/30/2011)
IAR
Illinois(9/25/2020)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
CF
COMPASS FINANCIAL MANAGEMENT LLC
COMPASS FINANCIAL MANAGEMENT LLC | ZODA FINANCIAL | NATURE COAST CAPITAL | MY ROADMAP ADVISOR | MOWERY CAPITAL | MICHAEL LEE STRATEGY | MARKOWSKI INVESTMENTS HOLDING CORPORATION | MARKOWSKI BROTHERS HOLDING CORPORATION | KELLY INVESTMENT ADVISORS | KDH FINANCIAL | JOHN DANIELS CPA | INTELLIVISOR FAMILY OFFICE | INDEPENDENCE MONEY | FORTIFIED WEALTH MANAGEMENT | DMK ADVISOR GROUP | DISE WEALTH MANAGEMENT
CRD#: 156345 / SEC#: 801-118185
RIA
Registered Investment Advisory firm - (3/6/2020 Approved)Florida
Registered Investment Advisory firm - (3/11/2020 Terminated)New Jersey
Registered Investment Advisory firm - (3/19/2020 Terminated)New York
Registered Investment Advisory firm - (3/11/2020 Terminated)South Carolina
Registered Investment Advisory firm - (3/11/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2422 W. Sunset Drive, Tampa, FL 33629
Mailing Address
Phone number
(813) 831-5168
Established
Firm type
Fiscal year end
# of Employees
28
SEC notice filing (23 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,350 |
| AUM (Assets Under Management) | $ 518,984,611 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
