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Benjamin William Edward Morgan

FORUM PARTNERS INVESTMENT MANAGEMENT LLC·OLD GREENWICH, Connecticut
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1700 E. PUTNAM AVENUE, OLD GREENWICH, CT 06870-1366CRD# 6736277Firm CRD# 161192
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About

Benjamin William Edward Morgan is a registered financial advisor based in OLD GREENWICH, Connecticut, affiliated with FORUM PARTNERS INVESTMENT MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
FORUM PARTNERS INVESTMENT MANAGEMENT LLC
FORUM PARTNERS INVESTMENT MANAGEMENT LLC
AUM
$190M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at FORUM PARTNERS INVESTMENT MANAGEMENT LLC →
Services
Pension consulting
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Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6736277
Firm CRD# 161192
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Benjamin William Edward Morgan offer?
Benjamin William Edward Morgan specializes in Retirement Planning. Contact their office in OLD GREENWICH, Connecticut for a consultation.
What are Benjamin William Edward Morgan's credentials?
Benjamin William Edward Morgan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Benjamin William Edward Morgan located?
Benjamin William Edward Morgan is based in OLD GREENWICH, Connecticut, working with FORUM PARTNERS INVESTMENT MANAGEMENT LLC. Their office serves clients in the OLD GREENWICH metropolitan area and surrounding communities.
How does Benjamin William Edward Morgan charge for services?
Benjamin William Edward 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 FORUM PARTNERS INVESTMENT MANAGEMENT LLC?
FORUM PARTNERS INVESTMENT MANAGEMENT LLC is a registered investment adviser with the SEC, managing $190M in regulatory assets under management. See their Form ADV for full details.
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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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