Unclaimed Profile

Wayne Forrest Morgan

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

Clean record23 years registeredNOVANT 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 · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: NOVANT ASSET MANAGEMENT, LLC

NOVANT ASSET MANAGEMENT, LLC

Nov 2007 – Jan 2024

WINSTON-SALEM, NC

TANGLEWOOD ASSET MANAGEMENT LLC

Feb 2003 – Nov 2007

WINSTON-SALEM, NC

Registrations & Exams

Registration record

First registered · February 13, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NOVANT ASSET MANAGEMENT, LLC

CRD 145050 · SEC 801-68335

AUM

$946M

Regulatory assets under management

Employees

5 client accounts

Services offered by NOVANT ASSET MANAGEMENT, LLC

Per Form ADV

Selection of other advisers

View all advisors at NOVANT ASSET MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Wayne Forrest Morgan offer?

Wayne Forrest Morgan specializes in Wealth Management, Fee-Only Advisory.

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, last registered with NOVANT ASSET MANAGEMENT, LLC.

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.

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