Morse Capital Partners, LLC

Morse Capital Partners, LLC (CRD# 146383) is a financial advisory firm headquartered in Richmond, VA. They manage $184,638,078 in 499 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    185
    MILLION
  • Total Number of Accounts
    499
    ACCOUNTS
  • Average Account Value
    $370,016
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC, NY, VA

Financial Advisors at Morse Capital Partners, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Robert M. Freeman
CRD#: 2788977
8814 Fargo Road, Richmond, VA 23229
105
Wealthminder
score
Robert Freeman (CRD# 2788977) is an Investment Advisor Representative working at Morse Capital Partners, LLC in Richmond, VA and has over 20 years of experience in the finance industry. Robert Freeman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
2
Gene A. Miller
CRD#: 4078609
8814 Fargo Road, Richmond, VA 23229
96
Wealthminder
score

Gene Miller (CRD# 4078609) is an Investment Advisor Representative working at Morse Capital Partners, LLC in Richmond, VA and has over 18 years of experience in the finance industry. Gene Miller has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Marvin B. Morse
CRD#: 2413098
8814 Fargo Road, Richmond, VA 23229
96
Wealthminder
score

Marvin Morse (CRD# 2413098) is an Investment Advisor Representative working at Morse Capital Partners, LLC in Richmond, VA and has over 24 years of experience in the finance industry.

4
Louis D. Dworsky
CRD#: 1689624
7501 Falls Of Neuse Road, Suite 200, Raleigh, NC 27605
93
Wealthminder
score

Louis Dworsky (CRD# 1689624) is an Investment Advisor Representative working at Morse Capital Partners, LLC in Raleigh, NC and has over 30 years of experience in the finance industry.

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