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Christopher Rolland Morgan

ALLIO ADVISORS LLC·SEATTLE, Washington
Clean recordALLIO ADVISORS LLC
107 SPRING STREET, SEATTLE, WA 98104CRD# 6034806Firm CRD# 317938

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Christopher Rolland Morgan · SEATTLE, WA
Registration
CRD #6034806 · ALLIO ADVISORS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Christopher Rolland Morgan is a registered financial advisor based in SEATTLE, Washington, affiliated with ALLIO ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
ALLIO ADVISORS LLC
ALLIO ADVISORS
AUM
$235K
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at ALLIO ADVISORS LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6034806
Firm CRD# 317938
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Christopher Rolland Morgan offer?
Christopher Rolland Morgan specializes in Investment Management, Fee-Only Advisory. Contact their office in SEATTLE, Washington for a consultation.
What are Christopher Rolland Morgan's credentials?
Christopher Rolland Morgan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christopher Rolland Morgan located?
Christopher Rolland Morgan is based in SEATTLE, Washington, working with ALLIO ADVISORS LLC. Their office serves clients in the SEATTLE metropolitan area and surrounding communities.
How does Christopher Rolland Morgan charge for services?
Christopher Rolland Morgan's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALLIO ADVISORS LLC?
ALLIO ADVISORS LLC has approximately 6 employees and manages $235K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Raymond Charles Micaletti
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Robert Ridgway Mclaughlin
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William Edward Chen
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Adam Damko
SEATTLE, WA
Andrew J Giannone
SEATTLE, WA

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Research
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