Morgan Stevens Asset Management, LLC

Morgan Stevens Asset Management, LLC (CRD# 174928) is a financial advisory firm headquartered in , . They manage $61,625,241 in 59 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.morganasset.com
By the Numbers
  • Total Assets Under Management
    62
    MILLION
  • Total Number of Accounts
    59
    ACCOUNTS
  • Average Account Value
    $1,044,496
Compensation Options
  • A percentage of assets under your management
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.

CA

Financial Advisors at Morgan Stevens Asset Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Morgan Stevens, financial advisor Coto De Caza CA
Morgan D. Stevens
CRD#: 6221158
Coto De Caza, CA

Morgan Stevens (CRD# 6221158) is an Investment Advisor Representative working at Morgan Stevens Asset Management, LLC in Coto De Caza, CA and has over 10 years of experience in the finance industry.

2
Ryan Dugan, financial advisor Coto De Caza CA
Ryan T. Dugan
CRD#: 7814884
Coto De Caza, CA

Ryan Dugan (CRD# 7814884) is an Investment Advisor Representative working at Morgan Stevens Asset Management, LLC in Coto De Caza, CA and has 1 year 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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