Carl
Morganstein
Griffin Asset Management, LLC
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About this Advisor
Carl Morganstein is a financial advisor working out of Lake Worth, Florida who has 5 years of industry experience. Morganstein is on the advisory team at Griffin Asset Management, LLC. Morganstein has gained experience at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association and Griffin Asset Management. Morganstein holds Series 63 and Series 66 licenses, designating them as a securities representative, and is able to work in Florida. Griffin Asset Management, LLC is a registered investment company that has its headquarters in New York, NY. The investment advisory business has offices in five locations and a total of 10 financial advisors. It oversees $784 million in assets under management between its 678 accounts, placing it among the larger investment advisory firms in the nation by assets under management. The firm advises 14 charitable organizations. Of its 678 customer accounts, 89% belong to high-net-worth clients who have at least $1 million in assets. The advisory firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and publication of newsletters. Fees for financial management depend on which services are offered. Fee types charged by Griffin Asset Management, LLC can consist of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Griffin Asset Management, LLC Brokerage Details
$783,891,649
10
678
$1,156,182
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
Carl Morganstein Work History
Carl has been registered as a financial advisor for 5 years.*
Griffin Asset Management
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney
*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 Carl Morganstein 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 Griffin Asset Management, LLC
Lake Worth, FL
New York, NY
New York, NY
New York, NY
New York, NY
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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