MH
CFP
MH
CFP

Morgan Hyland

9 Years of Experience
New York, NY
Broker

Morgan Hyland is a CFP-designated registered investment advisor at LPL Financial LLC, based in New York, NY, with 9 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

New York, NY

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History

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.

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Employment History
Current Registrations
LPL Financial LLC
January 2025 - Present · 1 yr 6 mos
LPL Financial LLCBroker
January 2025 - Present · 1 yr 6 mos
LPL Financial LLC
January 2025 - Present · 1 yr 6 mos
Previous Registrations
Icapital Markets LLCBroker
December 2023 - January 2025 · 1 yr 1 mo
Simon Markets LLCBroker
April 2023 - December 2023 · 8 mos
UBS Financial Services INC.
October 2016 - April 2023 · 6 yrs 6 mos
UBS Financial Services INC.Broker
August 2016 - April 2023 · 6 yrs 8 mos
State Registrations2 states
NYSC
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.