David Morton (CRD# 2238613) is an Investment Advisor Representative working at Oliver Investments in Woburn, MA and has over 31 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 4046712
Stonehearth Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hyde Park Consultants, LLC | Welsey, MA | Oct 2018 - Current | 5 |
| Oliver Investments LLC | Welsey, MA | Feb 2017 - Current | 7 |
| Iqvestments, LLC | Welsey, MA | Sep 2012 - Current | 11 |
| Morton Wealth Advisors Inc. | Boston, MA | Dec 2006 - Jan 2018 | 11 |
| Merriman Capital, Inc. | New York, NY | Apr 2014 - Jun 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1992 |
| S65 | NASAA Investment Advisors Law Examination | Jun 1996 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
MA
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