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Michael Dickey Morgan

BURNHAM STERLING ASSET MANAGEMENT LLC·COS COB, Connecticut
Unclaimed Profile
29 RIVER ROAD, COS COB, CT 06807CRD# 3176778Firm CRD# 283907
01

About

Michael Dickey Morgan is a registered financial advisor based in COS COB, Connecticut, affiliated with BURNHAM STERLING ASSET MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
BURNHAM STERLING ASSET MANAGEMENT LLC
BURNHAM STERLING ASSET MANAGEMENT LLC
AUM
$200M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at BURNHAM STERLING ASSET MANAGEMENT LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 3176778
Firm CRD# 283907
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Michael Dickey Morgan offer?
Michael Dickey Morgan specializes in Retirement Planning, Wealth Management. Contact their office in COS COB, Connecticut for a consultation.
What are Michael Dickey Morgan's credentials?
Michael Dickey Morgan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Dickey Morgan located?
Michael Dickey Morgan is based in COS COB, Connecticut, working with BURNHAM STERLING ASSET MANAGEMENT LLC. Their office serves clients in the COS COB metropolitan area and surrounding communities.
How does Michael Dickey Morgan charge for services?
Michael Dickey Morgan's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BURNHAM STERLING ASSET MANAGEMENT LLC?
BURNHAM STERLING ASSET MANAGEMENT LLC has approximately 4 employees and manages $200M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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