Unclaimed Profile

Frederic Halsey Morris

424 CAPITAL, LLC·WAKEFIELD, Massachusetts

Clean record424 CAPITAL, LLC

301 EDGEWATER PLACE,, WAKEFIELD, MA 01880CRD# 2946117Firm CRD# 167462

Profile Verification

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

Identity

Frederic Halsey Morris · WAKEFIELD, MA

Registration

CRD #2946117 · 424 CAPITAL, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

424 CAPITAL, LLC

AUM

$298M

Regulatory assets under management

Employees

Total firm employees

View all advisors at 424 CAPITAL, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 2946117

Firm CRD# 167462

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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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