Unclaimed Profile

Dennis Charles Morton

MORTON BROWN FAMILY WEALTH LLC·ALLENTOWN, Pennsylvania

SIE, Series 7, Series 63, Series 65CFP ChFCClean record18 years registeredMORTON BROWN FAMILY WEALTH LLC

600 W. HAMILTON STREET, ALLENTOWN, PA 18101CRD# 5056676Firm CRD# 292278

Profile Verification

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

Identity

Dennis Charles Morton · ALLENTOWN, PA

Registration

CRD #5056676 · MORTON BROWN FAMILY WEALTH LLC · 18 years registered

Brand Profile

Not yet started

Career History

MORTON BROWN FAMILY WEALTH LLC

Apr 2018 – present

CORBENIC PARTNERS, LLC

Sep 2011 – Apr 2018

BETHLEHEM, PA

LPL FINANCIAL LLC

Apr 2008 – Oct 2011

BETHLEHEM, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · April 1, 2008

Years registered · 18

Professional designations · CFP, ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MORTON BROWN FAMILY WEALTH LLC

CRD 292278 · SEC 801-112510

AUM

$318M

Regulatory assets under management

Employees

762 client accounts

Services offered by MORTON BROWN FAMILY WEALTH LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MORTON BROWN FAMILY WEALTH LLC →

Introduction

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Frequently Asked Questions

What services does Dennis Charles Morton offer?

Dennis Charles Morton specializes in Financial Planning, Investment Management. Contact their office in ALLENTOWN, Pennsylvania for a consultation.

What are Dennis Charles Morton's credentials?

Dennis Charles Morton holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Dennis Charles Morton located?

Dennis Charles Morton is based in ALLENTOWN, Pennsylvania, working with MORTON BROWN FAMILY WEALTH LLC. Their office serves clients in the ALLENTOWN metropolitan area and surrounding communities.

How does Dennis Charles Morton charge for services?

Dennis Charles Morton'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 MORTON BROWN FAMILY WEALTH LLC?

MORTON BROWN FAMILY WEALTH LLC has approximately 9 employees and manages $318M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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