Laura MorganelliCRD 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.
Clothier Springs Capital Management, LLC
Cypress Financial Planning
Academy Wealth Advisers, LLC
|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|
Total Assets Under Management1,442MILLIONS
Total Number of Accounts4,330ACCOUNTS
Average Account Value$332,939
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
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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