Unclaimed Profile

Todd Michael Morgan

BEL AIR INVESTMENT ADVISORS LLC·LOS ANGELES, California

SIE, Series 1, Series 4, Series 7TO, Series 9, Series 10, Series 12, Series 24, Series 40, Series 63Clean record25 years registeredBEL AIR INVESTMENT ADVISORS LLC

1999 AVENUE OF THE STARS, LOS ANGELES, CA 90067CRD# 340082Firm CRD# 104580

Profile Verification

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

Identity

Todd Michael Morgan · LOS ANGELES, CA

Registration

CRD #340082 · BEL AIR INVESTMENT ADVISORS LLC · 25 years registered

Brand Profile

Not yet started

Career History

HIGHTOWER ADVISORS, LLC

Sep 2021 – present

BEL AIR INVESTMENT ADVISORS LLC

Mar 2001 – Oct 2021

LOS ANGELES, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 1

Series 4

Series 7TO

Series 9

Series 10

Series 12

Series 24

Series 40

Series 63

Registration record

First registered · March 21, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BEL AIR INVESTMENT ADVISORS LLC

CRD 104580 · SEC 801-55068

AUM

$8.1B

Regulatory assets under management

Employees

1,360 client accounts

Services offered by BEL AIR INVESTMENT ADVISORS LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at BEL AIR INVESTMENT ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Todd Michael Morgan offer?

Todd Michael Morgan specializes in Investment Management, Wealth Management. Contact their office in LOS ANGELES, California for a consultation.

What are Todd Michael Morgan's credentials?

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

Where is Todd Michael Morgan located?

Todd Michael Morgan is based in LOS ANGELES, California, working with BEL AIR INVESTMENT ADVISORS LLC. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.

How does Todd Michael Morgan charge for services?

Todd Michael Morgan'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 BEL AIR INVESTMENT ADVISORS LLC?

BEL AIR INVESTMENT ADVISORS LLC has approximately 44 employees and manages $8.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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