Laura Morganelli, financial advisor Philadelphia PA
89 score

Laura Morganelli

CRD Number: 6224254
Current Firm: Abacus Wealth Partners

Laura Morganelli (CRD# 6224254) is an Investment Advisor Representative working at Abacus Wealth Partners in Philadelphia, PA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Abacus Wealth Partners Philadelphia, PA Sep 2015 - Current 1
Valley National Advisers Inc. Bethlehem, PA Jul 2013 - Aug 2015 2
B Braun Medical Allentown, PA May 2012 - Jun 2013 1
Dsu Character U Center Valley, PA Aug 2010 - May 2013 2
Full Time Education Center Valley, PA Aug 2009 - May 2013 3
Nasg Trumbauersville, PA Sep 2012 - Dec 2012 < 1
State Rep Joe Brennan Bethlehem, PA Jun 2011 - Aug 2011 < 1
Bethlehem Park And Recreation Bethlehem, PA Jun 2008 - Aug 2010 2
Wegmans Bethlehem, PA Jun 2007 - Aug 2008 1
Unemployed Bethlehem, PA Sep 2006 - May 2007 < 1
Daves Deli And Gelato Bethlehem, PA Jun 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2014
Contact Info for Laura M. Morganelli
Phone Number: 888-422-2287
Registered State(s):
  • CA
  • MA
  • PA
  • UT
By the Numbers
  • Total Assets Under Management
    1,442
    MILLIONS
  • Total Number of Accounts
    4,330
    ACCOUNTS
  • Average Account Value
    $332,939
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AR, AZ, CA, CO, CT, DC, FL, GA, HI, IL, LA, MA, MD, MN, MT, NC, NH, NJ, NM, NY, OR, PA, TX, UT, VA, VT, WA, WI

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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