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Michael Jacob Morcos

CLEAR PERSPECTIVE ADVISORS, LLC·AURORA, Illinois
Clean recordCLEAR PERSPECTIVE ADVISORS, LLC
201 N. CONSTITUTION DR., AURORA, IL 60506CRD# 2567027Firm CRD# 157447

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Jacob Morcos · AURORA, IL
Registration
CRD #2567027 · CLEAR PERSPECTIVE ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Michael Jacob Morcos is a registered financial advisor based in AURORA, Illinois, affiliated with CLEAR PERSPECTIVE ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
CLEAR PERSPECTIVE ADVISORS, LLC
CLEAR PERSPECTIVE ADVISORS, LLC
AUM
$592M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at CLEAR PERSPECTIVE ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 2567027
Firm CRD# 157447
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael Jacob Morcos offer?
Michael Jacob Morcos specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in AURORA, Illinois for a consultation.
What are Michael Jacob Morcos's credentials?
Michael Jacob Morcos is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Jacob Morcos located?
Michael Jacob Morcos is based in AURORA, Illinois, working with CLEAR PERSPECTIVE ADVISORS, LLC. Their office serves clients in the AURORA metropolitan area and surrounding communities.
How does Michael Jacob Morcos charge for services?
Michael Jacob Morcos's firm is compensated through percentage of aum, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CLEAR PERSPECTIVE ADVISORS, LLC?
CLEAR PERSPECTIVE ADVISORS, LLC has approximately 9 employees and manages $592M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CLEAR PERSPECTIVE ADVISORS, LLC

Stewart Allen Beach
AURORA, IL
Jonathan Nmn Hylton
AURORA, IL

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