Morgan Seidel is a registered investment advisor, based in Alpharetta, GA, with 2 years of industry experience.
Location
2400 Lakeview Parkway, Suite 550, Alpharetta, GA, 30009
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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.
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Morgan is an Investment Advisor Representative (IAR) with Merit Financial Group, spending full-time hours on administrative tasks. Morgan also works as a notary, dedicating minimal time to this non-investment related activity.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Merit Financial Advisors
Previous Registrations
LPL Financial LLCBroker
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
State Registrations1 state
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.