Unclaimed Profile

Franklin Lyon Morton

CREDO CAPITAL MANAGEMENT, LLC·BALTIMORE, Maryland

Clean recordCREDO CAPITAL MANAGEMENT, LLC

225 E. REDWOOD STREET, BALTIMORE, MD 21202CRD# 4340849Firm CRD# 131535

Profile Verification

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

Identity

Franklin Lyon Morton · BALTIMORE, MD

Registration

CRD #4340849 · CREDO CAPITAL MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Franklin Lyon Morton is a registered financial advisor based in BALTIMORE, Maryland, affiliated with CREDO CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Wealth Management

Fee-Only Advisory

Client Types

Client type data will be added during profile enrichment.

Introduction

Speak with Franklin

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

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

Firm Overview

Firm

CREDO CAPITAL MANAGEMENT, LLC

AUM

$5M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CREDO CAPITAL MANAGEMENT, LLC →

Services

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 4340849

Firm CRD# 131535

View on FINRA BrokerCheck →

Looking for a financial advisor in BALTIMORE?

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

Browse BALTIMORE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Franklin Lyon Morton offer?

Franklin Lyon Morton specializes in Wealth Management, Fee-Only Advisory. Contact their office in BALTIMORE, Maryland for a consultation.

What are Franklin Lyon Morton's credentials?

Franklin Lyon Morton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Franklin Lyon Morton located?

Franklin Lyon Morton is based in BALTIMORE, Maryland, working with CREDO CAPITAL MANAGEMENT, LLC. Their office serves clients in the BALTIMORE metropolitan area and surrounding communities.

How does Franklin Lyon Morton charge for services?

Franklin Lyon Morton's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CREDO CAPITAL MANAGEMENT, LLC?

CREDO CAPITAL MANAGEMENT, LLC has approximately 4 employees and manages $5M 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 →