Unclaimed Profile

Chad Ryan Morgan

INVESTURE, LLC·CHARLOTTESVILLE, Virginia

Clean recordINVESTURE, LLC

240 W MAIN STREET, CHARLOTTESVILLE, VA 22902CRD# 3113607Firm CRD# 130099

Profile Verification

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

Identity

Chad Ryan Morgan · CHARLOTTESVILLE, VA

Registration

CRD #3113607 · INVESTURE, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Chad Ryan Morgan is a registered financial advisor based in CHARLOTTESVILLE, Virginia, affiliated with INVESTURE, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

INVESTURE, LLC

AUM

$32.2B

Regulatory assets under management

Employees

Total firm employees

View all advisors at INVESTURE, LLC →

Services

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 3113607

Firm CRD# 130099

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Chad Ryan Morgan offer?

Chad Ryan Morgan specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in CHARLOTTESVILLE, Virginia for a consultation.

What are Chad Ryan Morgan's credentials?

Chad Ryan Morgan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Chad Ryan Morgan located?

Chad Ryan Morgan is based in CHARLOTTESVILLE, Virginia, working with INVESTURE, LLC. Their office serves clients in the CHARLOTTESVILLE metropolitan area and surrounding communities.

How does Chad Ryan Morgan charge for services?

Chad Ryan Morgan's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INVESTURE, LLC?

INVESTURE, LLC has approximately 47 employees and manages $32.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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