Shuron Morton
Shuron Morton is a registered investment advisor at United Brokerage Services INC, based in Washington, DC, with 23 years of industry experience. Shuron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,904 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
UBS offers investment management through various wrap fee programs. These programs charge a single, all-inclusive fee based on the value of your investments, covering advisory services, trading costs, and custody. The fees do not include the expenses of any underlying exchange traded funds, closed-end funds, or mutual funds in the portfolio. There is a minimum quarterly fee of $250 for the Compass program.
Location
1100 Connecticut Ave, Washington, DC, 20036
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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 →Employment History
Current Registrations
United Brokerage Services INC
United Brokerage Services, INCBroker
Previous Registrations
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PNC InvestmentsBroker
Capital One Advisors, LLC
Capital One Investing, LLCBroker
Morgan Stanley
Morgan StanleyBroker
PNC Investments
PNC InvestmentsBroker
PNC InvestmentsBroker
PNC Investments
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Wachovia Securities, LLC
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Sands Brothers & CO., LTD.Broker
State Registrations6 states
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