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MOUNTAIN VIEW STRATEGIC WEALTH, LLC
MOUNTAIN VIEW STRATEGIC WEALTH, LLC
HOPEWELL JUNCTION, New York
·
1 registered advisor
·
CRD# 154295
SEC# 801-130118
1
845-834-4343
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 Planning
Investment Management
04
Advisors at MOUNTAIN VIEW STRATEGIC WEALTH, LLC
1 registered advisor
John Scott Morgan
HOPEWELL JUNCTION, New York
CRD# 2030826
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
.