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).
Total Assets Under Management13MILLION
Total Number of Accounts80ACCOUNTS
Average Account Value$166,625
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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.