Unclaimed Profile

Wayne Forrest Morgan

NOVANT ASSET MANAGEMENT, LLC·WINSTON-SALEM, North Carolina

Clean recordNOVANT ASSET MANAGEMENT, LLC

380 KNOLLWOOD STREET, WINSTON-SALEM, NC 27103CRD# 1294737Firm CRD# 145050

Profile Verification

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

Identity

Wayne Forrest Morgan · WINSTON-SALEM, NC

Registration

CRD #1294737 · NOVANT ASSET MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Wayne Forrest Morgan is a registered financial advisor based in WINSTON-SALEM, North Carolina, affiliated with NOVANT ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Wealth Management

Fee-Only Advisory

Client Types

Client type data will be added during profile enrichment.

Introduction

Speak with Wayne

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

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

Firm Overview

Firm

NOVANT ASSET MANAGEMENT, LLC

AUM

$946M

Regulatory assets under management

Employees

Total firm employees

View all advisors at NOVANT ASSET MANAGEMENT, LLC →

Services

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 1294737

Firm CRD# 145050

View on FINRA BrokerCheck →

Looking for a financial advisor in WINSTON-SALEM?

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

Browse WINSTON-SALEM Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Wayne Forrest Morgan offer?

Wayne Forrest Morgan specializes in Wealth Management, Fee-Only Advisory. Contact their office in WINSTON-SALEM, North Carolina for a consultation.

What are Wayne Forrest Morgan's credentials?

Wayne Forrest Morgan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Wayne Forrest Morgan located?

Wayne Forrest Morgan is based in WINSTON-SALEM, North Carolina, working with NOVANT ASSET MANAGEMENT, LLC. Their office serves clients in the WINSTON-SALEM metropolitan area and surrounding communities.

How does Wayne Forrest Morgan charge for services?

Wayne Forrest Morgan's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NOVANT ASSET MANAGEMENT, LLC?

NOVANT ASSET MANAGEMENT, LLC has approximately 6 employees and manages $946M 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 →