Unclaimed Profile

Gary Lynn Ackerman

MORSE CAPITAL PARTNERS, LLC·RICHMOND, Virginia

SIE, Series 7, Series 22, Series 63, Series 65, Series 8215 years registeredMORSE CAPITAL PARTNERS, LLC

8814 FARGO ROAD, RICHMOND, VA 23229CRD# 4668422Firm CRD# 146383

Profile Verification

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

Identity

Gary Lynn Ackerman · RICHMOND, VA

Registration

CRD #4668422 · MORSE CAPITAL PARTNERS, LLC · 15 years registered

Brand Profile

Not yet started

Career History

FINANCIAL ADVISORY SERVICES

Dec 2017 – present

MORSE CAPITAL PARTNERS, LLC

Jan 2011 – Sep 2017

RICHMOND, VA

MORSE CAPITAL PARTNERS, LLC

Nov 2010 – Dec 2010

GLEN ALLEN, VA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 22

Series 63

Series 65

Series 82

Registration record

First registered · November 4, 2010

Years registered · 15

Disclosure History

2008Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

MORSE CAPITAL PARTNERS, LLC

CRD 146383 · SEC 801-68819

AUM

$208M

Regulatory assets under management

Employees

286 client accounts

Services offered by MORSE CAPITAL PARTNERS, LLC

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

View all advisors at MORSE CAPITAL PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Gary Lynn Ackerman offer?

Gary Lynn Ackerman specializes in Financial Planning, Investment Management. Contact their office in RICHMOND, Virginia for a consultation.

What are Gary Lynn Ackerman's credentials?

Gary Lynn Ackerman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gary Lynn Ackerman located?

Gary Lynn Ackerman is based in RICHMOND, Virginia, working with MORSE CAPITAL PARTNERS, LLC. Their office serves clients in the RICHMOND metropolitan area and surrounding communities.

How does Gary Lynn Ackerman charge for services?

Gary Lynn Ackerman's firm is compensated through percentage of aum, hourly charges, other: financial planning fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MORSE CAPITAL PARTNERS, LLC?

MORSE CAPITAL PARTNERS, LLC has approximately 4 employees and manages $208M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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