Unclaimed Profile

Michael Jacob Morcos

CLEAR PERSPECTIVE ADVISORS, LLC·AURORA, Illinois

SIE, Series 6, Series 7, Series 63, Series 65Clean record16 years registeredCLEAR 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 · 16 years registered

Brand Profile

Not yet started

Career History

HIGHTOWER SECURITIES, LLC

Jan 2022 – present

HIGHTOWER ADVISORS, LLC

Jan 2022 – present

CLEAR PERSPECTIVE ADVISORS, LLC

Jan 2017 – Dec 2016

ST. CHARLES, IL

CLEAR PERSPECTIVE ADVISORS, LLC

Jul 2011 – Feb 2022

AURORA, IL

RIVER STREET ADVISORS, LLC

Aug 2010 – Jul 2011

AURORA, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · August 3, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CLEAR PERSPECTIVE ADVISORS, LLC

CRD 157447 · SEC 801-72318

AUM

$592M

Regulatory assets under management

Employees

1,870 client accounts

Services offered by CLEAR PERSPECTIVE ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CLEAR PERSPECTIVE ADVISORS, LLC →

Introduction

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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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