Unclaimed Profile

Charles William Morten

OMNIVEST GROUP LLC·PRINCETON, New Jersey

Series 3, Series 4, Series 5, Series 7, Series 24, Series 53, Series 63, Series 65Clean record12 years registeredOMNIVEST GROUP LLC

344 NASSAU STREET, PRINCETON, NJ 08540CRD# 1040933Firm CRD# 141057

Profile Verification

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

Identity

Charles William Morten · PRINCETON, NJ

Registration

CRD #1040933 · OMNIVEST GROUP LLC · 12 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: OMNIVEST GROUP LLC

OMNIVEST GROUP LLC

May 2014 – Dec 2016

PRINCETON, NJ

Registrations & Exams

FINRA examinations passed

Series 3

Series 4

Series 5

Series 7

Series 24

Series 53

Series 63

Series 65

Registration record

First registered · May 8, 2014

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

OMNIVEST GROUP LLC

CRD 141057 · SEC 801-66936

AUM

$108M

Regulatory assets under management

Employees

16 client accounts

Services offered by OMNIVEST GROUP LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Market timing services

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at OMNIVEST GROUP LLC →

Introduction

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Frequently Asked Questions

What services does Charles William Morten offer?

Charles William Morten specializes in Investment Management, Wealth Management.

What are Charles William Morten's credentials?

Charles William Morten is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Charles William Morten located?

Charles William Morten is based in PRINCETON, New Jersey, last registered with OMNIVEST GROUP LLC.

How does Charles William Morten charge for services?

Charles William Morten's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is OMNIVEST GROUP LLC?

OMNIVEST GROUP LLC has approximately 6 employees and manages $108M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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