AdvisorOS Directory
Claim Profile
BM

Brian Derek Morgan

BUCKEYE ADVISORS,LLC·LORAIN, Ohio
Unclaimed Profile
105 SHEFFIELD CENTER, LORAIN, OH 44055CRD# 4522615Firm CRD# 119812
01

About

Brian Derek Morgan is a registered financial advisor based in LORAIN, Ohio, affiliated with BUCKEYE ADVISORS,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
03

Firm Overview

Firm
BUCKEYE ADVISORS,LLC
BUCKEYE ADVISORS, LLC.
AUM
$26M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at BUCKEYE ADVISORS,LLC →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4522615
Firm CRD# 119812
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in LORAIN?

Browse all registered financial advisors in LORAIN, Ohio or claim this profile if it's yours.

Browse LORAIN AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Brian Derek Morgan offer?
Brian Derek Morgan specializes in Financial Planning, Investment Management. Contact their office in LORAIN, Ohio for a consultation.
What are Brian Derek Morgan's credentials?
Brian Derek Morgan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Derek Morgan located?
Brian Derek Morgan is based in LORAIN, Ohio, working with BUCKEYE ADVISORS,LLC. Their office serves clients in the LORAIN metropolitan area and surrounding communities.
How does Brian Derek Morgan charge for services?
Brian Derek Morgan's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BUCKEYE ADVISORS,LLC?
BUCKEYE ADVISORS,LLC has approximately 1 employees and manages $26M 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 →
Other advisors in LORAIN
Edward James Baker — BUCKEYE ADVISORS,LLC
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile