Unclaimed Profile

Morgan Aileen Hatfield

RUGGIE CAPITAL GROUP, INC.·TAVARES, Florida

Series 65Clean record15 years registeredRUGGIE CAPITAL GROUP, INC.

2100 LAKE EUSTIS DR., TAVARES, FL 32778CRD# 5557384Firm CRD# 145595

Profile Verification

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

Identity

Morgan Aileen Hatfield · TAVARES, FL

Registration

CRD #5557384 · RUGGIE CAPITAL GROUP, INC. · 15 years registered

Brand Profile

Not yet started

Career History

DESTINY WEALTH PARTNERS, LLC

Apr 2015 – present

CWM, LLC

Jul 2018 – Jul 2020

Tavares, FL

401K GENERATION

Dec 2010 – Jun 2014

TAVARES, FL

RUGGIE WEALTH MANAGEMENT

Dec 2010 – Jan 2021

TAVARES, FL

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · December 2, 2010

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RUGGIE CAPITAL GROUP, LLC

CRD 145595 · SEC 801-69419

AUM

$15M

Regulatory assets under management

Employees

25 client accounts

Services offered by RUGGIE CAPITAL GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at RUGGIE CAPITAL GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Morgan Aileen Hatfield offer?

Morgan Aileen Hatfield specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in TAVARES, Florida for a consultation.

What are Morgan Aileen Hatfield's credentials?

Morgan Aileen Hatfield is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Morgan Aileen Hatfield located?

Morgan Aileen Hatfield is based in TAVARES, Florida, working with RUGGIE CAPITAL GROUP, INC.. Their office serves clients in the TAVARES metropolitan area and surrounding communities.

How does Morgan Aileen Hatfield charge for services?

Morgan Aileen Hatfield'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 RUGGIE CAPITAL GROUP, INC.?

RUGGIE CAPITAL GROUP, INC. has approximately 15 employees and manages $15M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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