Shore Morgan Young Wealth Strategies

Shore Morgan Young Wealth Strategies (CRD# 298682) is a financial advisory firm headquartered in New Albany, OH. They manage $615,049,880 in 1,251 accounts and serve the financial needs of clients across 15 states (or territories).

Current Firm Details

29 S High Street, Suite A, New Albany, OH 43054

http://www.shoremorganyoung.com

By the Numbers

Total Assets Under Management

615

MILLION
Total Number of Accounts

1,251

ACCOUNTS
Average Account Value

$491,647

Compensation Options

A percentage of assets under your management
Fixed fees (other than subscription fees)

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses (other than small businesses) or institutional clients
Pension consulting services
Publication of periodicals or newsletters

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

CA, CT, FL, GA, IL, LA, MA, NC, NJ, NY, OH, PA, SC, TX, WI

Financial Advisors at Shore Morgan Young Wealth Strategies

Showing 1 - 1 of 1 top financial advisors.

Wayne T. Struble

CRD#: 818202

29 S High Street, Suite A, New Albany, OH 43054

Wayne Struble (CRD# 818202) is an Investment Advisor Representative working at Shore Morgan Young Wealth Strategies in New Albany, OH 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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