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Vice President / Treasurer · Gunn & Company Investment Management, Inc.

Renee L. Morrell

CRD 2450658 · Named on Form ADV at one SEC-registered adviser

At a glance

Gunn & Company Investment Management, Inc., an SEC-registered wealth manager based in Jacksonville, FL with $214 million in regulatory assets, lists Renee L. Morrell on its Form ADV as Vice President / Treasurer, a control person.

Firms and roles

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Renee’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Marshall D. GunnPresident, Gunn & Company Investment Management, Inc.
  • Elizabeth P DeWittVice President / Secretary, Gunn & Company Investment Management, Inc.
  • Shawn J. McCabeExecutive Vice President / Chief Compliance Officer, Gunn & Company Investment Management, Inc.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Renee’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.