John D. Morreale
Professional summary
John Don Morreale, CFP®, who also goes by John Morreale, is a registered financial advisor currently at PURUS WEALTH MANAGEMENT, LLC located in Newport Beach, California.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. John has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 22 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view John Don Morreale's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2006
Experience
January 26, 2015 - Present
PURUS WEALTH MANAGEMENT, LLC
Office #1: 4675 Macarthur Court Suite 770, Newport Beach, CA 92660January 23, 2015 - February 3, 2016
PURSHE KAPLAN STERLING INVESTMENTS
July 8, 1997 - February 5, 2015
WADDELL & REED
July 8, 1991 - February 5, 2015
WADDELL & REED
Primary Firm SEC Registration
PURUS WEALTH MANAGEMENT, LLC
CRD#: 174490 / SEC#: 801-80854
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/26/2015)
(1/26/2015)
Exams
Current Firm
PURUS WEALTH MANAGEMENT, LLC
CRD#: 174490 / SEC#: 801-80854
Contact information
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,512 |
| AUM (Assets Under Management) | $ 658,133,545 |
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.
