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Steven Hendrie Morton

MORTON WEALTH MANAGEMENT LLC·GREENSBORO, North Carolina
Unclaimed Profile
628 GREEN VALLEY ROAD, SUITE 206, GREENSBORO, NC 27408CRD# 1012030Firm CRD# 111471
01

About

Steven Hendrie Morton is a registered financial advisor based in GREENSBORO, North Carolina, affiliated with MORTON WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MORTON WEALTH MANAGEMENT LLC
MORTON WEALTH MANAGEMENT LLC
AUM
$427M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at MORTON WEALTH MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 1012030
Firm CRD# 111471
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Steven Hendrie Morton offer?
Steven Hendrie Morton specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GREENSBORO, North Carolina for a consultation.
What are Steven Hendrie Morton's credentials?
Steven Hendrie Morton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Hendrie Morton located?
Steven Hendrie Morton is based in GREENSBORO, North Carolina, working with MORTON WEALTH MANAGEMENT LLC. Their office serves clients in the GREENSBORO metropolitan area and surrounding communities.
How does Steven Hendrie Morton charge for services?
Steven Hendrie Morton's firm is compensated through percentage of aum, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MORTON WEALTH MANAGEMENT LLC?
MORTON WEALTH MANAGEMENT LLC has approximately 9 employees and manages $427M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MORTON WEALTH MANAGEMENT LLC

Jeanne Marie Rabe
GREENSBORO, NC
Matthew Henry Johnson
GREENSBORO, NC

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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