Morgan Smith (CRD# 7171211) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Hanover, NH and has over 4 years of experience in the finance industry.
CRD# 4549814
Granite Value Capital, LLC
CRD# 4171657
Summit Wealth Group LLC
CRD# 5343486
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kestra Investment Services, LLC | Hanover, NH | Apr 2023 - Current | 1 |
| Kestra Advisory Services, LLC | Hanover, NH | Apr 2023 - Current | 1 |
| Bank Of America, N.a. | Hanover, NH | Dec 2019 - Apr 2023 | 3 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hanover, NH | Nov 2012 - Apr 2023 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2020 |
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- NH
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Total Assets Under Management48,324MILLIONS
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Total Number of Accounts140,425ACCOUNTS
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Average Account Value$344,129
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