Mountain View Strategic Wealth, LLC

Mountain View Strategic Wealth, LLC (CRD# 154295) is a financial advisory firm headquartered in Hopewell Junction, NY. They manage $42,602,479 in 274 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
200 North Drive, I.park Suite 103, Hopewell Junction, NY 12533
http://www.mvswealth.com
By the Numbers
  • Total Assets Under Management
    43
    MILLION
  • Total Number of Accounts
    274
    ACCOUNTS
  • Average Account Value
    $155,484
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY, TX

Financial Advisors at Mountain View Strategic Wealth, LLC
Showing 1 - 1 of 1 top financial advisors.
1
John Morgan, financial advisor Hopewell Junction NY
John S. Morgan
CRD#: 2030826
200 North Drive, I.park Suite 103, Hopewell Junction, NY 12533

John Morgan (CRD# 2030826) is an Investment Advisor Representative working at Mountain View Strategic Wealth, LLC in Hopewell Junction, NY and has over 11 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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