Renee
Morgan
Adasina Social Capital
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About this Advisor
Renee Morgan is a financial advisor operating out of San Francisco, California with a total of 3 years of industry experience. Morgan is currently employed by Adasina Social Capital. Throughout their career, Morgan has worked at National Planning Corporation, Better World Investments, Inc, First Affirmative Financial Network, Impact Investors, Inc and Adasina Social Capital. Morgan maintains Series 63 and Series 66 licenses, certifying them as a securities agent, and is approved to work in California and Colorado. Adasina Social Capital is an advisory firm operating in San Francisco, California. The investment advisory business has a total of 17 people on staff. It controls $210 million in assets under management across its 124 customer accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. The firm advises five charitable organizations. Of its 124 customer accounts, just 10% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Adasina Social Capital offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial management fees largely depend on the type of services. Fees billed by Adasina Social Capital likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Adasina Social Capital Brokerage Details
$209,500,000
17
124
$1,689,516
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Renee Morgan Work History
Renee has been registered as a financial advisor for 3 years.*
Adasina Social Capital
Impact Investors, Inc
First Affirmative Financial Network
Better World Investments, Inc
National Planning Corporation
*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 Renee Morgan 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 Adasina Social Capital
Malden, MA
San Francisco, CA
San Francisco, CA
San Francisco, CA
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.
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