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DM

David S. Morrow

NEWSOUTH CAPITAL MANAGEMENT
MEMPHIS, TN 38120
Some features on this profile are disabled
CRD#: 1727535
DM

Professional summary

David Stephen Morrow is a registered financial advisor currently at NEWSOUTH CAPITAL MANAGEMENT INC located in Memphis, Tennessee.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. David has worked at 1 firm and has passed the Series 63 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
5M COMPANY-REAL ESTATE LP-GENERAL&LIMITED PARTNER-0 HOURS DEVOTED AS THE COMPANY IS A LANDLORD FOR A RETAIL FABRIC STORE.ADDRESS:985 S. YATES RD,MEMPHIS,TN 38119 MORFAB INC. - FABRIC RETAILER DBA CALICO CORNERS - DIRECTOR,SECRETARY OF FAMILY OWNED COMPANY-DEVOTE LESS THAN 1 HOUR PER MONTH AS BUSINESS IS MANAGED BY FATHER AND MOTHER. ADDRESS:985 S. YATES RD.,MEMPHIS,TN 38119

Blog Corner

CRS (Client Relationship Summary) - RIA

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

June 27, 1985 - Present

NEWSOUTH CAPITAL MANAGEMENT INC

Office #1: 1100 Ridgeway Loop Rd, Memphis, TN 38120
RIA
CRD#: 110676
MEMPHIS, TN

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".
NC
NEWSOUTH CAPITAL MANAGEMENT INC
NEWSOUTH CAPITAL MANAGEMENT INC

CRD#: 110676 / SEC#: 801-24716

RIA
Registered Investment Advisory firm - (6/21/1985 Approved)

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
Tennessee
(1/7/2004)
IAR
Texas
(6/27/1985)

Exams

State Security Law Exam
RR
Series 63
Date: 6/26/1985
Uniform Securities Agent State Law Examination

Current Firm

NC
NEWSOUTH CAPITAL MANAGEMENT INC
NEWSOUTH CAPITAL MANAGEMENT INC

CRD#: 110676 / SEC#: 801-24716

RIA
Registered Investment Advisory firm - (6/21/1985 Approved)
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Contact information

Main Address
999 S. Shady Grove Road Suite 501, Memphis, TN 38120-4129
Mailing Address
Phone number
(901) 761-5561
Established
Firm type
Fiscal year end
# of Employees
11

SEC notice filing (14 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A BROCHURE (6/24/2025)

Regulatory assets under management

Total Number of Accounts170
AUM (Assets Under Management)$ 2,208,893,771

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.

Company Information

NEWSOUTH CAPITAL MANAGEMENT INC

CRD#: 110676Memphis, TN 38120

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