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Morgan E Mabry

CLIENT 1ST ADVISORY GROUP LLC·DUNEDIN, Florida
Series 65Clean record9 years registeredCLIENT 1ST ADVISORY GROUP LLC
678 DOUGLAS AVENUE, DUNEDIN, FL 34698CRD# 5758571Firm CRD# 167790

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Morgan E Mabry · DUNEDIN, FL
Registration
CRD #5758571 · CLIENT 1ST ADVISORY GROUP LLC · 9 years registered
Brand Profile
Not yet started
01

Career History

CLIENT 1ST ADVISORY GROUP
Jan 2024 – present
CLIENT 1ST ADVISORY GROUP
May 2017 – Jan 2024
CLEARWATER, FL
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · May 9, 2017
Years registered · 9
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CLIENT 1ST ADVISORY GROUP LLC
CRD 167790 · SEC 801-78052
AUM
$349M
Regulatory assets under management
Employees
6
825 client accounts
Services offered by CLIENT 1ST ADVISORY GROUP LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CLIENT 1ST ADVISORY GROUP LLC →
Introduction

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05

Frequently Asked Questions

What services does Morgan E Mabry offer?
Morgan E Mabry specializes in Financial Planning, Investment Management. Contact their office in DUNEDIN, Florida for a consultation.
What are Morgan E Mabry's credentials?
Morgan E Mabry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Morgan E Mabry located?
Morgan E Mabry is based in DUNEDIN, Florida, working with CLIENT 1ST ADVISORY GROUP LLC. Their office serves clients in the DUNEDIN metropolitan area and surrounding communities.
How does Morgan E Mabry charge for services?
Morgan E Mabry'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 CLIENT 1ST ADVISORY GROUP LLC?
CLIENT 1ST ADVISORY GROUP LLC has approximately 6 employees and manages $349M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CLIENT 1ST ADVISORY GROUP LLC

Craig Scott Phillips
DUNEDIN, FL
David George Stieh
DUNEDIN, FL
Michelle Lais Mabry
DUNEDIN, FL
Herbert Aloysius Pontzer
DUNEDIN, FL
CFP
Andrea Diane Mears
CLEARWATER, FL
Shaun Patrick Fedder
CLEARWATER, FL

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Research
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