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Linda Lee Morel

YHB INVESTMENT ADVISORS INC·WEST HARTFORD, Connecticut
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29 SOUTH MAIN STREET, WEST HARTFORD, CT 06107-2417CRD# 6283368Firm CRD# 105434
01

About

Linda Lee Morel is a registered financial advisor based in WEST HARTFORD, Connecticut, affiliated with YHB INVESTMENT ADVISORS INC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Investment Management
Client Types
Individuals
03

Firm Overview

Firm
YHB INVESTMENT ADVISORS INC
YHB INVESTMENT ADVISORS INC
AUM
$1.7B
Regulatory assets under management
Employees
27
Total firm employees
View all advisors at YHB INVESTMENT ADVISORS INC →
Services
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6283368
Firm CRD# 105434
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Linda Lee Morel offer?
Linda Lee Morel specializes in Investment Management. Contact their office in WEST HARTFORD, Connecticut for a consultation.
What are Linda Lee Morel's credentials?
Linda Lee Morel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Linda Lee Morel located?
Linda Lee Morel is based in WEST HARTFORD, Connecticut, working with YHB INVESTMENT ADVISORS INC. Their office serves clients in the WEST HARTFORD metropolitan area and surrounding communities.
How does Linda Lee Morel charge for services?
Linda Lee Morel's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is YHB INVESTMENT ADVISORS INC?
YHB INVESTMENT ADVISORS INC has approximately 27 employees and manages $1.7B 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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