Unclaimed Profile

Steven Hendrie Morton

MORTON WEALTH MANAGEMENT LLC·GREENSBORO, North Carolina

Series 7, Series 24, Series 63Clean record17 years registeredMORTON WEALTH MANAGEMENT LLC

628 GREEN VALLEY ROAD, SUITE 206, GREENSBORO, NC 27408CRD# 1012030Firm CRD# 111471

Profile Verification

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

Identity

Steven Hendrie Morton · GREENSBORO, NC

Registration

CRD #1012030 · MORTON WEALTH MANAGEMENT LLC · 17 years registered

Brand Profile

Not yet started

Career History

CAPTRUST

Aug 2018 – present

MORTON WEALTH MANAGEMENT LLC

Feb 2009 – Dec 2018

GREENSBORO, NC

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Registration record

First registered · February 3, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MORTON WEALTH MANAGEMENT LLC

CRD 111471 · SEC 801-56673

AUM

$427M

Regulatory assets under management

Employees

1,334 client accounts

Services offered by MORTON WEALTH MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MORTON WEALTH MANAGEMENT LLC →

Introduction

Speak with Steven

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Steven is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in GREENSBORO?

Browse all registered financial advisors in GREENSBORO, North Carolina or claim this profile if it's yours.

Browse GREENSBORO Advisors Are you this advisor? Claim profile

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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →