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Frederic Halsey Morris

424 CAPITAL, LLC·WAKEFIELD, Massachusetts
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301 EDGEWATER PLACE,, WAKEFIELD, MA 01880CRD# 2946117Firm CRD# 167462
01

About

Frederic Halsey Morris is a registered financial advisor based in WAKEFIELD, Massachusetts, affiliated with 424 CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
424 CAPITAL, LLC
424 CAPITAL, LLC
AUM
$298M
Regulatory assets under management
Employees
21
Total firm employees
View all advisors at 424 CAPITAL, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 2946117
Firm CRD# 167462
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Frederic Halsey Morris offer?
Frederic Halsey Morris specializes in Retirement Planning. Contact their office in WAKEFIELD, Massachusetts for a consultation.
What are Frederic Halsey Morris's credentials?
Frederic Halsey Morris is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Frederic Halsey Morris located?
Frederic Halsey Morris is based in WAKEFIELD, Massachusetts, working with 424 CAPITAL, LLC. Their office serves clients in the WAKEFIELD metropolitan area and surrounding communities.
How does Frederic Halsey Morris charge for services?
Frederic Halsey Morris's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is 424 CAPITAL, LLC?
424 CAPITAL, LLC has approximately 21 employees and manages $298M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
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Research
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