Morgan Marlin
Morgan Marlin is a registered investment advisor at Cetera Investment Advisers LLC, based in Atlanta, GA, with 13 years of industry experience. Morgan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
5901 Peachtree Dunwoody Rd, C-440, Atlanta, GA, 30328
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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
Morgan works as an advisor for Philanthropy Financial, a financial services firm, dedicating nearly full-time hours to financial planning, securities, advisory services, and insurance. Morgan also owns ATL Global Advisors, a DBA for financial services, spending about 10-20% of their time there, and is an insurance agent selling various insurance products, spending minimal time on this activity. Finally, Morgan is a board member/treasurer for Children's Museum of Sound and Color, LLC, a non-profit, spending minimal time on this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations22 states
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