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John Scott Morgan

MOUNTAIN VIEW STRATEGIC WEALTH, LLC·HOPEWELL JUNCTION, New York
Clean recordMOUNTAIN 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

John Scott Morgan is a registered financial advisor based in HOPEWELL JUNCTION, New York, affiliated with MOUNTAIN VIEW STRATEGIC WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
MOUNTAIN VIEW STRATEGIC WEALTH, LLC
MOUNTAIN VIEW STRATEGIC WEALTH, LLC
AUM
$43M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at MOUNTAIN VIEW STRATEGIC WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2030826
Firm CRD# 154295
View on FINRA BrokerCheck →

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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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