Unclaimed Profile

Edward Allen Morton

WASMER, SCHROEDER & COMPANY, LLC·NAPLES, Florida

Series 65Clean record18 years registeredWASMER, SCHROEDER & COMPANY, LLC

600 FIFTH AVENUE SOUTH, NAPLES, FL 34102CRD# 5297520Firm CRD# 105323

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Edward Allen Morton · NAPLES, FL

Registration

CRD #5297520 · WASMER, SCHROEDER & COMPANY, LLC · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WASMER, SCHROEDER & COMPANY, LLC

WASMER SCHROEDER

Apr 2008 – Jul 2020

NAPLES, FL

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · April 23, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WASMER, SCHROEDER & COMPANY, LLC

CRD 105323 · SEC 801-32554

AUM

$67M

Regulatory assets under management

Employees

1 client accounts

Services offered by WASMER, SCHROEDER & COMPANY, LLC

Per Form ADV

Portfolio management (pooled investments)

Client types served by the firm

Per Form ADV

Institutional Investors

View all advisors at WASMER, SCHROEDER & COMPANY, LLC →

Introduction

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Frequently Asked Questions

What services does Edward Allen Morton offer?

Edward Allen Morton specializes in Investment Management.

What are Edward Allen Morton's credentials?

Edward Allen Morton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Edward Allen Morton located?

Edward Allen Morton is based in NAPLES, Florida, last registered with WASMER, SCHROEDER & COMPANY, LLC.

How does Edward Allen Morton charge for services?

Edward Allen Morton's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WASMER, SCHROEDER & COMPANY, LLC?

WASMER, SCHROEDER & COMPANY, LLC has approximately 10 employees and manages $67M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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