Unclaimed Profile

Elayne Rita Morgan

AMM ACCOUNTING SERVICES INC·NORTHBROOK, Illinois

Series 7, Series 63Clean record27 years registeredAMM ACCOUNTING SERVICES INC

1707 SHERMER ROAD, NORTHBROOK, IL 60062CRD# 2894505Firm CRD# 113906

Profile Verification

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

Identity

Elayne Rita Morgan · NORTHBROOK, IL

Registration

CRD #2894505 · 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 – Feb 2019

NORTHBROOK, IL

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · August 18, 1998

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

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

Speak with Elayne

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Elayne is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in NORTHBROOK?

Browse all registered financial advisors in NORTHBROOK, Illinois or claim this profile if it's yours.

Browse NORTHBROOK Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Elayne Rita Morgan offer?

Elayne Rita Morgan specializes in Financial Planning, Investment Management.

What are Elayne Rita Morgan's credentials?

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

Where is Elayne Rita Morgan located?

Elayne Rita Morgan is based in NORTHBROOK, Illinois, last registered with AMM ACCOUNTING SERVICES INC.

How does Elayne Rita Morgan charge for services?

Elayne Rita 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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →