Robert MorseCRD Number: 1799666
Current Firm: Bridge Investment Group Partners, LLC
Robert Morse (CRD# 1799666) is an Investment Advisor Representative working at Bridge Investment Group Partners, LLC in Murray, UT and has over 15 years of experience in the finance industry.
Uma Financial Services Inc.
|Bridge Investment Group Partners, LLC||Salt Lake City, UT||Oct 2011 - Current||5|
|Primus|pmn Capital (h.k.) Limited||Hong Kong,||Nov 2008 - Current||8|
|Citi Asia Institution Client Group||Hong Kong,||Nov 2004 - Nov 2008||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2013|
|S63||Uniform Securities State Law Examination||Jul 2002|
Total Assets Under Management4,116MILLIONS
Total Number of Accounts21ACCOUNTS
Average Account Value$195,982,184
- A percentage of assets under your management
- Portfolio management for pooled investment vehicles (other than investment companies)
CA, DE, FL, NY, UT, WA