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Michael Morrill, portrait

Michael Morrill

Head of Client Relations and Marketing at D.F. Dent and Company in Baltimore, MD

Investment adviser registrationUpdated

Michael Morrill is Head of Client Relations and Marketing of D.F. Dent and Company, Inc., an investment adviser managing $7.88B, and works from its Baltimore, MD office. Michael Morrill has been registered as an investment adviser representative through D.F. Dent and Company since 28 April 2022, has 28 years in the industry across 1 firm and has passed the Series 7 and Series 63.

28
Years in industry
4
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 21 October 2026SEC record

Career

Michael Morrill has been Head of Client Relations and Marketing of D.F. Dent and Company since August 2021, is a control person of the firm and directly owns between 5% and 10% of it. Michael Morrill holds a B.A. in Social and Behavioral Sciences from Johns Hopkins University.

D.F. Dent and Company, Inc. is a Baltimore, MD firm with $7.88B under management, 1,185 clients and 16 advisers in one office, as of its June 2026 filing.

Michael N. Morrill is Head of Client Relations & Marketing of D.F. Dent and Company. He joined the firm in the spring of 2005 with eight years of experience in the investment industry. Before joining, he was a Vice President in the Institutional Sales departments at DB Alex Brown and Wachovia Securities, two investment banks in Baltimore.

  1. – present · 4 years
    Baltimore, MD · Adviser representative · Firm CRD 105179

Credentials and registrations

Investment adviser representative registrations

Michael Morrill is registered as an investment adviser representative in Maryland, since April 2022.

  • MarylandSince 28 April 2022

Examinations

SIECredited
Name
Securities Industry Essentials Examination
Series 6329 May 1998
Name
Uniform Securities Agent State Law Examination
Series 76 May 1998
Name
General Securities Representative Examination

Key facts

Full name
Michael Norris Morrill
CRD
2986151
Firm
D.F. Dent and Company · CRD 105179
Role
Head of Client Relations and Marketing
Office
400 EAST PRATT STREET, 7TH FLOOR, Baltimore, MD 21202-3127
Registration
Investment adviser registration
In the industry since
September 1998
Disciplinary history
Not yet shown here · SEC record
Firm bio
dfdent.com

Common questions

Where does Michael Morrill work?

Michael Morrill has been Head of Client Relations and Marketing of D.F. Dent and Company, Inc. since August 2021, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 18 June 2026

Is Michael Morrill a financial advisor?

Yes. Michael Morrill has a current investment-adviser registration in Maryland, through D.F. Dent and Company since April 2022.

Source: IAPD individual record, checked 21 October 2026

How many years of experience does Michael Morrill have?

Michael Morrill has 28 years in the financial industry, since September 1998, across 1 adviser firm.

Source: IAPD individual record, checked 21 October 2026

What exams has Michael Morrill passed?

Michael Morrill has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in May 1998. FINRA credited Michael Morrill with the SIE, which began in October 2018.

Source: IAPD individual record, checked 21 October 2026

Where is Michael Morrill based?

Michael Morrill’s registered office is in Baltimore, MD.

Source: IAPD individual record, checked 21 October 2026

Is Michael Morrill registered with FINRA?

No. Michael Morrill has no current broker registration.

Source: IAPD individual record, checked 21 October 2026

How can I verify Michael Morrill’s record?

Search CRD 2986151 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Morrill’s full registration record.

Source: IAPD individual record, checked 21 October 2026

Leadership at D.F. Dent and Company

Sources

  1. IAPD individual record, CRD 2986151, checked 21 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of D.F. Dent and Company, Inc., filed 18 June 2026. Title, control and ownership bands.
  3. D.F. Dent and Company team page. Biography, education, credentials, awards and the portrait, reproduced for identification.