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MORSE CAPITAL PARTNERS, LLC
MORSE CAPITAL PARTNERS, LLC
RICHMOND, Virginia
·
5 registered advisors
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CRD# 146383
SEC# 801-68819
0
804.888.7771
01
Firm Overview
AUM
$208M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Other: FINANCIAL PLANNING FEE
03
Specialties
Financial Planning
Investment Management
04
Advisors at MORSE CAPITAL PARTNERS, LLC
5 registered advisors
Gary Lynn Ackerman
RICHMOND, Virginia
CRD# 4668422
Marvin Brent Morse
RICHMOND, Virginia
CRD# 2413098
Pia Gertrud Kiebach
RICHMOND, Virginia
CRD# 6693699
Robert Mallory Freeman
RICHMOND, Virginia
CRD# 2788977
Shannon Barfield Keller
GLEN ALLEN, Virginia
CRD# 4114785
05
Office Locations
RICHMOND, Virginia
4 advisors
GLEN ALLEN, Virginia
1 advisor
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Data sourced from SEC Form ADV filings. MORSE CAPITAL PARTNERS, LLC (CRD# 146383) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.