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Charles Donald Morgan

BRIDGEHAMPTON CAPITAL MANAGEMENT LLC·BRIDGEHAMPTON, New York
Clean recordBRIDGEHAMPTON CAPITAL MANAGEMENT LLC
2304 MAIN STREET, BRIDGEHAMPTON, NY 11932-1521CRD# 5722132Firm CRD# 151755

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Charles Donald Morgan · BRIDGEHAMPTON, NY
Registration
CRD #5722132 · BRIDGEHAMPTON CAPITAL MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Charles Donald Morgan is a registered financial advisor based in BRIDGEHAMPTON, New York, affiliated with BRIDGEHAMPTON CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
BRIDGEHAMPTON CAPITAL MANAGEMENT LLC
BRIDGEHAMPTON CAPITAL MANAGEMENT LLC
AUM
$81M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at BRIDGEHAMPTON CAPITAL MANAGEMENT LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5722132
Firm CRD# 151755
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Charles Donald Morgan offer?
Charles Donald Morgan specializes in Investment Management, Retirement Planning. Contact their office in BRIDGEHAMPTON, New York for a consultation.
What are Charles Donald Morgan's credentials?
Charles Donald Morgan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Donald Morgan located?
Charles Donald Morgan is based in BRIDGEHAMPTON, New York, working with BRIDGEHAMPTON CAPITAL MANAGEMENT LLC. Their office serves clients in the BRIDGEHAMPTON metropolitan area and surrounding communities.
How does Charles Donald Morgan charge for services?
Charles Donald Morgan's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BRIDGEHAMPTON CAPITAL MANAGEMENT LLC?
BRIDGEHAMPTON CAPITAL MANAGEMENT LLC has approximately 8 employees and manages $81M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BRIDGEHAMPTON CAPITAL MANAGEMENT LLC

James Robert Casagrande
BRIDGEHAMPTON, NY
Blake Tamblyn Davis
BRIDGEHAMPTON, NY
Paolo (nmn) Pasquariello
BRIDGEHAMPTON, NY
Susan Lee
BRIDGEHAMPTON, NY
Kaushik Shridharani
BRIDGEHAMPTON, NY
Kenneth Ewell Lee
BRIDGEHAMPTON, NY

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