Stifel, Nicolaus & Company
47yrs
Top 1% by experience in Reno
15yrs
Daniel Morris
Full name on record: Daniel Robert Morris
Financial advisor at Belpointe Asset Management
Daniel Morris is a fiduciary financial advisor in Reno, Nevada, with 15 years in the industry. After a year at Wells Fargo Advisors and three years at Merrill, Daniel joined Belpointe Asset Management in 2015, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 644 advisors with offices in Reno, and one of 606 fiduciaries.
At a glance
Experience15 years (since 2011)
How that compares ?More experience than 50% of advisors in Nevada
Office500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$705,312
Advisors at the firm169
States licensed ?1 state
Services through Belpointe Asset Management
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing 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.
Series 66Uniform Combined State Law Examination
Career
- 2015 – nowBelpointe Asset Management LLCCurrent firm
- Dec 2014 – Nov 2015Wells Fargo Clearing Services, LLCPreviously
- 2011 – 2014MerrillPreviously
Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- 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 Daniel
How do I contact Daniel?
Call Belpointe Asset Management at (203) 629-3300 and ask for Daniel Morris. Daniel works from the Reno, NV office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2011, about 15 years. More experience than 50% of advisors in Nevada.
What licenses does Daniel hold?
Series 66. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Belpointe Asset Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Daniel 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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