David Morgan

REAP IN WEALTH MANAGEMENT

Palm Coast, FL

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CRD#: 1162104

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.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. David has worked at 5 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.

The advisor shows no other business activity.

Blog Corner

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®

None

Experience

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 32601

RIA

CRD#: 146512

Palm Coast, FL

Past

January 13, 2026 - April 15, 2026

SIMPLICITY WEALTH

RIA

CRD#: 300572

Flagler Beach, FL

Past

August 21, 2025 - March 2, 2026

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.

CRD#: 5478

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)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/4/2008

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 22

Date: 1/5/1984

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 12/9/1983

Investment Company Products/Variable Contracts Representative Examination

Current Firm

REAP IN WEALTH MANAGEMENT, LLC

REAP IN WEALTH MANAGEMENT, LLC | THE REAP COMPANIES

CRD#: 146512 / SEC#:

California

Registered Investment Advisory firm - (11/1/2025 Terminated)

Florida

Registered Investment Advisory firm - (8/15/2011 Approved)

Georgia

Registered Investment Advisory firm - (10/27/2011 Approved)

Illinois

Registered Investment Advisory firm - (9/25/2020 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Palm Coast, FL

Mailing Address

Phone number

(855) 904-7327

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	283
AUM (Assets Under Management)	$ 33,328,721

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

David Morgan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Morgan's CRS (Customer Relationship Summary).

Certified licenses

Experience

REAP IN WEALTH MANAGEMENT, LLC

SIMPLICITY WEALTH

COMPASS FINANCIAL MANAGEMENT LLC

BROOKSTONE CAPITAL MANAGEMENT LLC

REAP IN WEALTH MANAGEMENT, LLC

CINCINNATI ANALYSTS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 2/4/2008

Series 22

Date: 1/5/1984

Series 6

Date: 12/9/1983

Current Firm

REAP IN WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

REAP IN WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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