Michael Morcos is a registered investment advisor, based in Aurora, IL, with 31 years of industry experience.
Location
201 N. Constitution Dr., Aurora, IL, 60506
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is a member of Clear Perspective Advisors, LLC, dedicating full-time hours during trading hours. He is also a director/board of advisors for Dunham Fund, a private foundation, spending minimal time, and receives compensation for meeting attendance and a quarterly fee. Finally, Michael is an insurance agent since 2018, spending minimal time selling insurance products to clients.
Employment History
Current Registrations
Hightower Securities, LLCBroker
Hightower Securities, LLC
Hightower Advisors, LLC
Previous Registrations
Clear Perspective Advisors, LLC
Ausdal Financial Partners, INC.Broker
Clear Perspective Advisors, LLC
Clear Perspective Advisors, LLC
River Street Advisors, LLC
LPL Financial LLCBroker
Nylife Securities INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.