Unclaimed Profile

Marvin Brent Morse

MORSE CAPITAL PARTNERS, LLC·RICHMOND, Virginia

Series 7, Series 63, Series 65CFA24 years registeredMORSE CAPITAL PARTNERS, LLC

9030 STONY POINT PARKWAY, RICHMOND, VA 23235CRD# 2413098Firm CRD# 146383

Profile Verification

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

Identity

Marvin Brent Morse · RICHMOND, VA

Registration

CRD #2413098 · MORSE CAPITAL PARTNERS, LLC · 24 years registered

Brand Profile

Not yet started

Career History

BLUEPRINT FINANCIAL ADVISORS

Jun 2026 – present

BLUEPRINT FINANCIAL ADVISORS

Oct 2025 – Nov 2025

CHARLOTTE, NC

MORSE CAPITAL PARTNERS, LLC

Feb 2022 – Nov 2025

RICHMOND, VA

MORSE CAPITAL PARTNERS, LLC

Jan 2011 – Dec 2021

RICHMOND, VA

MORSE CAPITAL PARTNERS, LLC

Jun 2010 – Dec 2010

RICHMOND, VA

MORSE CAPITAL PARTNERS, LLC

Feb 2008 – Jul 2008

RICHMOND, VA

CARY STREET PARTNERS INVESTMENT ADVISORY, LLC

Feb 2004 – Feb 2008

RICHMOND, VA

ERNST & YOUNG INVESTMENT ADVISERS LLP

Feb 2002 – Jan 2004

RICHMOND, VA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · February 8, 2002

Years registered · 24

Professional designation · CFA

Disclosure History

2026Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, limited to the records FINRA BrokerCheck displays, as of 14 August 2026. 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 Marvin Brent Morse offer?

Marvin Brent Morse specializes in Financial Planning, Investment Management. Contact their office in RICHMOND, Virginia for a consultation.

What are Marvin Brent Morse's credentials?

Marvin Brent Morse holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Marvin Brent Morse located?

Marvin Brent Morse 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 Marvin Brent Morse charge for services?

Marvin Brent Morse'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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