AdvisorOS Directory
Claim Profile
Unclaimed Profile
MM

Michael Dickey Morgan

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

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Dickey Morgan · COS COB, CT
Registration
CRD #3176778 · BURNHAM STERLING ASSET MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

Speak with Michael

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Michael is the right fit? Take our 2-minute quiz →

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
View on FINRA BrokerCheck →

Looking for a financial advisor in COS COB?

Browse all registered financial advisors in COS COB, Connecticut or claim this profile if it's yours.

Browse COS COB AdvisorsAre you this advisor? Claim profile
05

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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at BURNHAM STERLING ASSET MANAGEMENT LLC

Joonho Lee
COS COB, CT

More Advisors in COS COB, Connecticut

Kevin Thomas Molloy
IRON TRIANGLE PARTNERS LP·COS COB, CT
Samir Varma
VS ASSET MANAGEMENT, LLC·COS COB, CT
Andrew Scott Cooper
PEGASUS CAPITAL ADVISORS, L.P.·COS COB, CT
Michael John O'brien
IRON TRIANGLE PARTNERS LP·COS COB, CT
Aaron Paul Wolfe
POINT 41 CAPITAL PARTNERS, L.P.·COS COB, CT
Hee Kyung Hannah Kong
PEGASUS CAPITAL ADVISORS, L.P.·COS COB, CT

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)NORWALK (134)WEST HARTFORD (130)WILTON (124)OLD GREENWICH (95)NEW CANAAN (77)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
Request removal of this profile