Unclaimed Profile

Alan Miles Morgan

AMM ACCOUNTING SERVICES INC·NORTHBROOK, Illinois

SIE, Series 7, Series 24, Series 31, Series 63, Series 6527 years registeredAMM ACCOUNTING SERVICES INC

1707 SHERMER ROAD, NORTHBROOK, IL 60062CRD# 2262546Firm CRD# 113906

Profile Verification

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

Identity

Alan Miles Morgan · NORTHBROOK, IL

Registration

CRD #2262546 · AMM ACCOUNTING SERVICES INC · 27 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: AMM ACCOUNTING SERVICES INC

STRATEGIC ADVISORS OF ILLINOIS

Aug 1998 – Mar 2021

NORTHBROOK, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 31

Series 63

Series 65

Registration record

First registered · August 18, 1998

Years registered · 27

Disclosure History

2010Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

AMM ACCOUNTING SERVICES INC

CRD 113906 · SEC 801-66577

AUM

$35M

Regulatory assets under management

Employees

93 client accounts

Services offered by AMM ACCOUNTING SERVICES INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at AMM ACCOUNTING SERVICES INC →

Introduction

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Frequently Asked Questions

What services does Alan Miles Morgan offer?

Alan Miles Morgan specializes in Financial Planning, Investment Management.

What are Alan Miles Morgan's credentials?

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

Where is Alan Miles Morgan located?

Alan Miles Morgan is based in NORTHBROOK, Illinois, last registered with AMM ACCOUNTING SERVICES INC.

How does Alan Miles Morgan charge for services?

Alan Miles Morgan's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AMM ACCOUNTING SERVICES INC?

AMM ACCOUNTING SERVICES INC has approximately 6 employees and manages $35M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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