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Dannae Catherine Enright

Investment Adviser Representative at Morris Financial Concepts, Inc.

Mount Pleasant, SCCRD #8159169Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
1 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Dannae Catherine Enright is an investment adviser representative with Morris Financial Concepts, Inc. in Mount Pleasant, SC, where they have been registered since 2025, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in South Carolina.

Office

409 Coleman Blvd, Ste 100
Mount Pleasant, SC 29464-5318

Advisors at this office: 9

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
South Carolina

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 10/25/2021

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Morris Financial Concepts, Inc.Current
9/8/2025 – Mount Pleasant, SC

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Morris Financial Concepts
    Sep 2025 – Sep 2026Mount Pleasant, SC
  2. Be Worthy Bookkeeping, Inc.
    Jan 2018 – no end date reportedBrooklyn, NY
  3. Dannae C Enright
    Apr 2010 – Jan 2018Brooklyn, NY
  4. Apella Wealth
    Sep 2026 – no end date reportedWest Hartford, CT

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Morris Financial Concepts, Inc.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Estimated blended rate
0.01
Firm's annual rate schedule by assets
  • Up to $1,000,0001.00%
  • Assets from $1,000,000 to $4,999,9990.80%
  • Assets from $5,000,000 to $9,999,9990.60%
  • Assets above $10,000,0000.40%

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension Consulting

Client types the firm serves

IndividualsHigh Net WorthPension/Profit Sharing

Firm assets under management

$500M–$1B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
9
Offices listed on AdvisorFinder:
1
Main office:
Mount Pleasant, SC
SEC file number:
801-60830

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 5, 2026

View full firm profile

Other advisors at Morris Financial Concepts, Inc.

8 other advisors in the directory

View Morris Financial Concepts, Inc. firm profile

Similar advisors in Mount Pleasant, SC

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Dannae Catherine Enright has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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