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John Scott Morgan

MOUNTAIN VIEW STRATEGIC WEALTH, LLC·HOPEWELL JUNCTION, New York
Series 65Clean record14 years registeredMOUNTAIN VIEW STRATEGIC WEALTH, LLC
200 NORTH DRIVE, HOPEWELL JUNCTION, NY 12533CRD# 2030826Firm CRD# 154295

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Scott Morgan · HOPEWELL JUNCTION, NY
Registration
CRD #2030826 · MOUNTAIN VIEW STRATEGIC WEALTH, LLC · 14 years registered
Brand Profile
Not yet started
01

Career History

MOUNTAIN VIEW STRATEGIC WEALTH, LLC
Jun 2020 – present
MARSHALL & STERLING WEALTH ADVISORS, INC.
Jan 2017 – Jun 2018
POUGHKEEPSIE, NY
MARSHALL & STERLING WEALTH ADVISORS, INC.
Jun 2012 – Dec 2016
POUGHKEEPSIE, NY
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · June 27, 2012
Years registered · 14
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MOUNTAIN VIEW STRATEGIC WEALTH, LLC
CRD 154295 · SEC 801-130118
AUM
$43M
Regulatory assets under management
Employees
2
274 client accounts
Services offered by MOUNTAIN VIEW STRATEGIC WEALTH, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MOUNTAIN VIEW STRATEGIC WEALTH, LLC →
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05

Frequently Asked Questions

What services does John Scott Morgan offer?
John Scott Morgan specializes in Financial Planning, Investment Management. Contact their office in HOPEWELL JUNCTION, New York for a consultation.
What are John Scott Morgan's credentials?
John Scott Morgan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Scott Morgan located?
John Scott Morgan is based in HOPEWELL JUNCTION, New York, working with MOUNTAIN VIEW STRATEGIC WEALTH, LLC. Their office serves clients in the HOPEWELL JUNCTION metropolitan area and surrounding communities.
How does John Scott Morgan charge for services?
John Scott Morgan's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MOUNTAIN VIEW STRATEGIC WEALTH, LLC?
MOUNTAIN VIEW STRATEGIC WEALTH, LLC has approximately 2 employees and manages $43M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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