Unclaimed Profile

Joseph Alan Seetoo

MORTON CAPITAL MANAGEMENT, LLC·CALABASAS, California

Series 7, Series 63Clean record18 years registeredMORTON CAPITAL MANAGEMENT, LLC

27200 AGOURA ROAD, CALABASAS, CA 91301CRD# 3226747Firm CRD# 141250

Profile Verification

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

Identity

Joseph Alan Seetoo · CALABASAS, CA

Registration

CRD #3226747 · MORTON CAPITAL MANAGEMENT, LLC · 18 years registered

Brand Profile

Not yet started

Career History

MORTON WEALTH

Oct 2007 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · October 15, 2007

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MORTON CAPITAL MANAGEMENT, LLC

CRD 141250 · SEC 801-67025

AUM

$2.6B

Regulatory assets under management

Employees

3,523 client accounts

Services offered by MORTON CAPITAL MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at MORTON CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Joseph Alan Seetoo offer?

Joseph Alan Seetoo specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in CALABASAS, California for a consultation.

What are Joseph Alan Seetoo's credentials?

Joseph Alan Seetoo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joseph Alan Seetoo located?

Joseph Alan Seetoo is based in CALABASAS, California, working with MORTON CAPITAL MANAGEMENT, LLC. Their office serves clients in the CALABASAS metropolitan area and surrounding communities.

How does Joseph Alan Seetoo charge for services?

Joseph Alan Seetoo'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 MORTON CAPITAL MANAGEMENT, LLC?

MORTON CAPITAL MANAGEMENT, LLC has approximately 55 employees and manages $2.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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