Morgan
Marx
William Joseph Capital Management,LLC
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About this Advisor
Morgan Marx is a certified financial planner and chartered financial consultant based in Bristol, Connecticut with a total of 7 years of relevant experience. Marx currently works for William Joseph Capital Management,LLC. Marx has gained experience at William Joseph Capital Management LLC, Schellinger Holding Group LLC, Morgan Marx - Self Employed, Synergy Independent Financial Solutions Lp and Synfinsol, LLC. Marx holds a Series 65 license, designating them as an investment advisor representative, and is registered to advise clients in Florida and Texas. William Joseph Capital Management,LLC is a registered investment business that has its headquarters in Bristol, CT. It has offices in 14 locations and a total of 16 people on staff. It manages $201 million in total assets among its 1,393 customer accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 1,393 client accounts, just 13% are held by high-net-worth clients who have more than $1 million in assets available to invest. William Joseph Capital Management,LLC has a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advisory services are based on which services are provided. However, fee types billed by William Joseph Capital Management,LLC likely include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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William Joseph Capital Management,LLC Brokerage Details
$201,251,887
16
1,393
$144,474
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Morgan Marx Work History
Morgan has been registered as a financial advisor for 7 years.*
Synergy Independent Financial Solutions Lp
Synfinsol, LLC
William Joseph Capital Management LLC
Morgan Marx - Self Employed
Schellinger Holding Group 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 Marx to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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