Origin Wealth Advisers

Origin Wealth Advisers (CRD# 171946) is a financial advisory firm headquartered in New York, NY. They manage $13,330,000 in 80 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    80
    ACCOUNTS
  • Average Account Value
    $166,625
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
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.

NY, WA

Financial Advisors at Origin Wealth Advisers
Showing 1 - 1 of 1 top financial advisors.
1
Morgen B. Rochard
CRD#: 5544666
Brooklyn, NY
96
Wealthminder
score

Morgen Rochard (CRD# 5544666) is an Investment Advisor Representative working at Origin Wealth Advisers in Brooklyn, NY and has over 7 years of experience in the finance industry. Morgen Rochard 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.