MOUNTAIN VIEW STRATEGIC WEALTH, LLC

HOPEWELL JUNCTION, New York·1 registered advisor·CRD# 154295
SEC# 801-1301181845-834-4343
01

Firm Overview

AUM
$43M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at MOUNTAIN VIEW STRATEGIC WEALTH, LLC

1 registered advisor
John Scott Morgan
HOPEWELL JUNCTION, New York
05

Office Locations

HOPEWELL JUNCTION, New York
1 advisor

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Data sourced from SEC Form ADV filings. MOUNTAIN VIEW STRATEGIC WEALTH, LLC (CRD# 154295) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.