Morgan Dorsey, financial advisor Boston MA

Morgan Dorsey

CRD Number: 6085852
Current Firm: Wealth Enhancement Advisory Services, LLC

Morgan Dorsey (CRD# 6085852) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Boston, MA and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Wealth Enhancement Group Plymouth, MA Apr 2021 - Current 2
Wealth Enhancement Advisory Services Plymouth, MN Apr 2021 - Current 2
North American Management Corp Boston, MA Sep 2019 - Apr 2021 1
Twin Focus Capital Boston, MA Jul 2016 - Aug 2019 3
Windhaven Investment Management, Inc. Boston, MA Aug 2013 - Jul 2016 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2012
S65 NASAA Investment Advisors Law Examination Feb 2017
Contact Info for Morgan E. Dorsey
Phone Number: 763-417-1700
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    72,025
    MILLIONS
  • Total Number of Accounts
    154,394
    ACCOUNTS
  • Average Account Value
    $466,499
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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