David Satterfield Morse
CFP®Professional Summary
David Satterfield Morse, CFP® is a registered financial advisor currently at ELEMENT WEALTH, LLC located in Ridgeland, Mississippi. David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. David has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 3 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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RAYMOND JAMES & ASSOCIATES, INC.
Contact Information
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RAYMOND JAMES & ASSOCIATES, INC.
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Disclosures on record.
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RAYMOND JAMES & ASSOCIATES, INC.
Credentials
Years of Experience
41 years registered in the securities industry
Current & Past Employments
Current
Past
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RAYMOND JAMES & ASSOCIATES, INC.
Current Firm
BARRY C. SMITH | WOODRIDGE CAPITAL PORTFOLIO MANAGEMENT, LLC | SMITH,BARRY,CARL | ELEMENT WEALTH, LLC
Contact Information
Main Address
800 Woodlands Pky Suite 201, Ridgeland, MS 39157Phone Number
(601) 957-6006# of Employees
15SEC notice filing (9 States and Territories)
Registered to provide investment advisory services in 9 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,759AUM (Assets Under Management)
$743,663,309Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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RAYMOND JAMES & ASSOCIATES, INC.
Primary Firm SEC Registration
BARRY C. SMITH | WOODRIDGE CAPITAL PORTFOLIO MANAGEMENT, LLC | SMITH,BARRY,CARL | ELEMENT WEALTH, LLC
State Registrations and Notice Filings
(5/16/2025)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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RAYMOND JAMES & ASSOCIATES, INC.
CRS (Client Relationship Summary) - RIA
Click below to view David Satterfield Morse's CRS (Customer Relationship Summary).
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RAYMOND JAMES & ASSOCIATES, INC.