Morgan L Neale

Motiv8 Investments LLC

1 Year of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningInsurance PlanningEstate PlanningFinancial Planning & Coaching

Motiv8 Investments LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

14 advisors

Number of Clients

1,011 clients

Average Client Portfolio

$185K average

Assets Under Management

$187.1M

Fee Structure

Minimum Investment:$50K

Location

542 NW University Blvd, Suite B101, Port St Lucie, FL, 34986

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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.

Employment History

Current Registrations

Motiv8 Investments LLC

February 2025 - Present · 1 yr

Previous Registrations

Merrill Lynch, Pierce, Fenner & Smith Incorporated

April 2023 - December 2023 · 8 mos

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

January 2023 - December 2023 · 11 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.