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Brian Derek Morgan

BUCKEYE ADVISORS,LLC·LORAIN, Ohio
Clean record26 years registeredBUCKEYE ADVISORS,LLC
105 SHEFFIELD CENTER, LORAIN, OH 44055CRD# 4522615Firm CRD# 119812

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brian Derek Morgan · LORAIN, OH
Registration
CRD #4522615 · BUCKEYE ADVISORS,LLC · 26 years registered
Brand Profile
Not yet started
01

Career History

LANDING POINT FINANCIAL GROUP
Jul 2025 – present
APEX WEALTH MANAGEMENT, LLC
May 2000 – Oct 2025
ELYRIA, OH
02

Registrations & Exams

Registration record
First registered · May 26, 2000
Years registered · 26
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BUCKEYE ADVISORS,LLC
CRD 119812 · SEC 801-63582
AUM
$26M
Regulatory assets under management
Employees
1
261 client accounts
Services offered by BUCKEYE ADVISORS,LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BUCKEYE ADVISORS,LLC →
Introduction

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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.
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Other Advisors at BUCKEYE ADVISORS,LLC

Edward James Baker
LORAIN, OH

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