Morgan Weiler, financial advisor Rochester NY
93 score

Morgan Weiler

CRD 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 8 years of experience in the finance industry.

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Company Name Location Dates Years
Legend Advisory Corporation Palm Beach Gardens, FL Feb 2010 - Current 6
Legend Equities Corporation Palm Beach Gardens, FL Jan 2010 - Current 6
Bugaboo Creek Steakhouse Henrietta, NY Jul 2009 - Current 7
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
Contact Info for Morgan E. Weiler
Phone Number: (866) 774-8671
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    2,105
    MILLIONS
  • Total Number of Accounts
    29,775
    ACCOUNTS
  • Average Account Value
    $70,710
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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