Morgan Weil
Morgan Weil is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Smithtown, NY, with 23 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
95 Smithtown Boulevard, Smithtown, NY, 11787
Get directionsHistory
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 Activities
Morgan works as an associate/employee at Hendel Wealth Management Group, handling general administration duties. This takes about half of Morgan's time, including about a quarter of their time during trading hours.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
Royal Alliance Associates, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Citicorp Investment ServicesBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
The Dreyfus Service CorporationBroker
State Registrations19 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.