Morgan
Seidel
Merit Financial Advisors
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About this Advisor
Morgan Seidel is a financial advisor based in Alpharetta, Georgia, working with Merit Financial Advisors. Morgan has previously held positions at Agility Wealth Management Group, Cr Meyer & Sons Company, Rose Bertram, LLC, Aurora Healthcare, Alta Resources, Prairie Homes Assisted Living, Rue 21, Clearview Nursing Home, Walker's Restaurant, Beaver Dam Community Hospital, Woodbury Financial Services Inc, Osaic Wealth, Inc, and Lpl Financial LLC. Morgan has passed the Series 66 regulatory exam and is registered to provide services in Wisconsin. Currently, Morgan is part of Merit Financial Advisors, which operates out of Alpharetta, Georgia. The firm has 47 offices and 258 employees. The firm manages assets totaling $7.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Merit Financial Advisors includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Merit Financial Advisors Brokerage Details
$7,252,133,507
258
25,088
$289,068
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Morgan Seidel Work History
Osaic Wealth, Inc
Lpl Financial LLC
Agility Wealth Management Group
Woodbury Financial Services Inc
Cr Meyer & Sons Company
Rose Bertram, LLC
Aurora Healthcare
Alta Resources
Prairie Homes Assisted Living
Rue 21
Clearview Nursing Home
Walker'S Restaurant
Beaver Dam Community Hospital
Disclosures
Please visit the SEC profile of Morgan Seidel 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 Merit Financial Advisors
Lawrenceville, GA
Issaquah, WA
Alpharetta, GA
Alpharetta, GA
Alpharetta, GA
Alpharetta, GA
Southlake, TX
Alpharetta, GA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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