Chase McMorroughCRD Number: 5253119
Current Firm: Vanguard Advisers, Inc.
Chase McMorrough (CRD# 5253119) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Lake Mary, FL and has over 3 years of experience in the finance industry.
Securian Financial Services, Inc.
Certified Advisory Corp
Financial Harvest Wealth Advisors
|The Vanguard Group, Inc.||Charlotte, NC||May 2021 - Current||1|
|Edward Jones||Sanford, FL||Feb 2019 - Mar 2021||2|
|Bank Of America, N.a.||Lake Mary, FL||Oct 2018 - Dec 2018||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Lake Mary, FL||Aug 2018 - Dec 2018||< 1|
|The Diamond Agency||Heathrow, FL||Jan 2014 - Aug 2018||4|
|Usadata||New York, NY||Jan 2013 - Dec 2013||< 1|
|New York University||New York, NY||Sep 2011 - May 2013||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2019|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management338,871MILLIONS
Total Number of Accounts602,258ACCOUNTS
Average Account Value$562,667
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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