Unclaimed Profile

Robert Lee Morgan

MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY·MECHANICSBURG, Pennsylvania

SIE, Series 4, Series 7, Series 24, Series 52, Series 63, Series 66CFA20 years registeredMIGHTY OAK STRONG AMERICA INVESTMENT COMPANY

940 CENTURY DRIVE, MECHANICSBURG, PA 17055-4376CRD# 1968090Firm CRD# 123322

Profile Verification

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

Identity

Robert Lee Morgan · MECHANICSBURG, PA

Registration

CRD #1968090 · MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY

MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY

Dec 2021 – Jan 2023

MECHANICSBURG, PA

FULCRUM ADVISORY SERVICES, LLC

Mar 2010 – Mar 2014

EXTON, PA

JANNEY MONTGOMERY SCOTT LLC

Jan 2006 – Apr 2008

PHILADELPHIA, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 52

Series 63

Series 66

Registration record

First registered · January 25, 2006

Years registered · 20

Professional designation · CFA

Disclosure History

2020Financial·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY

CRD 123322 · SEC 801-101544

AUM

$287M

Regulatory assets under management

Employees

676 client accounts

Services offered by MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

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Introduction

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Frequently Asked Questions

What services does Robert Lee Morgan offer?

Robert Lee Morgan specializes in Financial Planning, Investment Management.

What are Robert Lee Morgan's credentials?

Robert Lee Morgan holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Robert Lee Morgan located?

Robert Lee Morgan is based in MECHANICSBURG, Pennsylvania, last registered with MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY.

How does Robert Lee Morgan charge for services?

Robert Lee Morgan's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY?

MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY has approximately 4 employees and manages $287M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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