Michael Morgia, financial advisor Watertown NY
93 score

Michael Morgia

CRD Number: 1915142
Current Firm: Hightower Advisors, LLC

Michael Morgia (CRD# 1915142) is an Investment Advisor Representative working at Hightower Advisors, LLC in Watertown, NY and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Hightower Advisors, LLC Watertown, NY Nov 2010 - Current 6
Hightower Securities, LLC Watertown, NY Nov 2010 - Current 6
Morgan Stanley Smith Barney Watertown, NY Jun 2009 - Nov 2010 1
Citigroup Global Markets Inc. Watertown, NY Jul 1993 - Jun 2009 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1989
S65 NASAA Investment Advisors Law Examination Jan 1993
Contact Info for Michael A. Morgia
Phone Number: 312-962-3800
Registered State(s):
  • FL
  • IL
By the Numbers
  • Total Assets Under Management
    24,600
    MILLIONS
  • Total Number of Accounts
    47,650
    ACCOUNTS
  • Average Account Value
    $516,264
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
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, PR, 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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