Unclaimed Profile

Morgan Boyd Sizer

LEGACY CAPITAL WEALTH PARTNERS, LLC·LITTLE ROCK, Arkansas

Clean recordLEGACY CAPITAL WEALTH PARTNERS, LLC

8315 CANTRELL ROAD, LITTLE ROCK, AR 72227CRD# 6176788Firm CRD# 291960

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Morgan Boyd Sizer · LITTLE ROCK, AR

Registration

CRD #6176788 · LEGACY CAPITAL WEALTH PARTNERS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Morgan Boyd Sizer is a registered financial advisor based in LITTLE ROCK, Arkansas, affiliated with LEGACY CAPITAL WEALTH PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

LEGACY CAPITAL WEALTH PARTNERS, LLC

AUM

$1.1B

Regulatory assets under management

Employees

Total firm employees

View all advisors at LEGACY CAPITAL WEALTH PARTNERS, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 6176788

Firm CRD# 291960

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Morgan Boyd Sizer offer?

Morgan Boyd Sizer specializes in Financial Planning, Investment Management. Contact their office in LITTLE ROCK, Arkansas for a consultation.

What are Morgan Boyd Sizer's credentials?

Morgan Boyd Sizer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Morgan Boyd Sizer located?

Morgan Boyd Sizer is based in LITTLE ROCK, Arkansas, working with LEGACY CAPITAL WEALTH PARTNERS, LLC. Their office serves clients in the LITTLE ROCK metropolitan area and surrounding communities.

How does Morgan Boyd Sizer charge for services?

Morgan Boyd Sizer's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LEGACY CAPITAL WEALTH PARTNERS, LLC?

LEGACY CAPITAL WEALTH PARTNERS, LLC has approximately 24 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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