Morgan WeilerCRD Number: 5579952
Current Firm: Legend Advisory Corporation
Morgan Weiler (CRD# 5579952) is an Investment Advisor Representative working at Legend Advisory Corporation in Rochester, NY and has over 9 years of experience in the finance industry.
Wall Street Financial Group, Inc.
American Portfolios Advisors, Inc.
Sage, Rutty & Company, Inc.
|Legend Advisory Corporation||Palm Beach Gardens, FL||Feb 2010 - Current||7|
|Legend Equities Corporation||Palm Beach Gardens, FL||Jan 2010 - Current||7|
|Bugaboo Creek Steakhouse||Henrietta, NY||Jul 2009 - Current||8|
|Pruco Securities LLC||Penfield, NY||Mar 2009 - Jul 2009||< 1|
|Prudential Insurance Company Of America||Penfield, NY||Mar 2009 - Jul 2009||< 1|
|Bug-a-boo Creek Steakhouse||Henrietta, NY||Aug 2008 - Mar 2009||< 1|
|Axa Advisors, LLC||New York, NY||Aug 2008 - Dec 2008||< 1|
|Express||Rochester, NY||Jan 2007 - Aug 2008||1|
|Suny Geneseo||Geneseo, NY||Aug 2003 - May 2008||4|
|Livonia Inn||Livonia, NY||Sep 2006 - Mar 2007||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2008|
Total Assets Under Management2,105MILLIONS
Total Number of Accounts29,775ACCOUNTS
Average Account Value$70,710
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV