Morgan
Sizer
Legacy Capital Wealth Partners, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Morgan Sizer is a financial advisor based out of Little Rock, Arkansas, who has 2 years of relevant experience. Sizer is an employee of Legacy Capital Wealth Partners, LLC. Over the course of their career, they have held roles at Sagepoint Financial, Mozumbo LLC, Concordius Capital Advisors, Sowell Management Services, LLC, Trent Capital Management, Inc and Legacy Capital Wealth Partners, LLC. Sizer maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in Arkansas. Legacy Capital Wealth Partners, LLC is a company that has its headquarters in Little Rock, AR. The company has a total of 23 employees. It manages $919 million in assets under management between its 2,076 client accounts, making it one of the bigger investment advisory firms in the nation by assets under management. Of its 2,076 client accounts, 42% belong to high-net-worth individuals who have greater than $1 million in assets. The firm offers a wide range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors typically are based on which services are offered. Fees billed by Legacy Capital Wealth Partners, LLC likely consist of some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Legacy Capital Wealth Partners, LLC Brokerage Details
$918,488,600
23
2,076
$442,432
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Morgan Sizer Work History
Morgan has been registered as a financial advisor for 2 years.*
Legacy Capital Wealth Partners, LLC
Trent Capital Management, Inc
Sowell Management Services, LLC
Concordius Capital Advisors
Sagepoint Financial
Mozumbo LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Morgan Sizer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Legacy Capital Wealth Partners, LLC
Little Rock, AR
Rogers, AR
Little Rock, AR
Little Rock, AR
Little Rock, AR
Little Rock, AR
Little Rock, AR
Little Rock, AR
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
