Nanci MorrisCRD Number: 1175360
Current Firm: New England Retirement Consultants, LLC
Nanci Morris (CRD# 1175360) is an Investment Advisor Representative working at New England Retirement Consultants, LLC in Chatham, NJ and has over 33 years of experience in the finance industry.
Cfs Investment Advisory Services LLC
Legacy Care Wealth, LLC
|Kidderbrook Group||Chatham, NJ||Mar 2016 - Current||1|
|New England Retirement Consultants, LLC||Chatham, NJ||Jan 2010 - Current||7|
|Ndm Management, LLC||Chatham, NJ||Jul 2001 - Current||16|
|Princeton Theological Seminary||Princeton, NJ||Nov 2004 - Dec 2006||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1984|
|S65||NASAA Investment Advisors Law Examination||Jun 1992|
Total Assets Under Management3,456MILLIONS
Total Number of Accounts16ACCOUNTS
Average Account Value$216,000,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Pension consulting services
CT, MA, ME, NJ, VA
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