Stifel, Nicolaus & Company
47yrs
Top 1% by experience in Houston
35yrs
David Morrow has worked in the financial industry for 35 years and is a fiduciary financial advisor based in Houston, Texas. After six years at Raymond James Financial Services Advisors and nine years at Morgan Stanley, David joined The Fiduciary Alliance in 2024, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 4968 advisors with offices in Houston, and one of 4448 fiduciaries.
At a glance
Experience35 years (since 1991)
How that compares ?Top 7% by experience in Texas
Office2200 Space Park Drive Suite 345, Houston, TX 77058
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee
Typical client at the firm ?$268,760
Advisors at the firm49
States licensed ?1 state
Services through The Fiduciary Alliance
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowThe Fiduciary AllianceCurrent firm
- 2018 – 2024
- 2009 – 2018Morgan StanleyPreviously
- Aug 2008 – Jun 2009Morgan Stanley & Co. LLCPreviously
- 1999 – 2008UBS Financial Services Inc.Previously
Contact David
(864) 385-7999Firm headquarters in Greenville, SC. Ask for David. 2200 Space Park Drive Suite 345Houston, TX 77058Office · Get directions Facebook pageThe Fiduciary Alliance
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Questions to ask David
Tailored to David’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About David
How do I contact David?
Call The Fiduciary Alliance at (864) 385-7999 and ask for David Morrow. David works from the Houston, TX office.
How long has David been a financial advisor?
David has been in the industry since 1991, about 35 years. Top 7% by experience in Texas.
What licenses does David hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
The Fiduciary Alliance reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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