Morgan Haeberlin is a registered investment advisor, based in Springfield, VA, with 11 years of industry experience.
Location
Springfield, VA
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Regulatory History
Clean regulatory record
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
Sigma Financial Corporation
December 2025 - Present · 5 mos
Spc
December 2025 - Present · 5 mos
Sigma Financial CorporationBroker
December 2025 - Present · 5 mos
Previous Registrations
Grove Point Advisors, LLC
April 2021 - July 2025 · 4 yrs 3 mos
H. Beck, INC.
October 2018 - April 2021 · 2 yrs 6 mos
Grove Point Investments, LLCBroker
August 2018 - July 2025 · 6 yrs 11 mos
Fidelity Brokerage Services LLCBroker
September 2013 - July 2018 · 4 yrs 10 mos
State Registrations1 state
VA
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.