John
Morgan

New England Schooner, Inc

CRD#4393998
Investment Advisor
in Peabody, MA

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About this Advisor

John Morgan is an investment advisor whose office is in Peabody, Massachusetts. Currently a registered investment advisor with New England Schooner, Inc, they have gathered 13 years of experience as a registered investment advisor. Morgan maintains Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Morgan is able to operate based out of Massachusetts. Over the course of their career, Morgan has held roles at Royal Alliance Associates and New England Schooner, Inc. New England Schooner, Inc is based out of Peabody, Massachusetts. None of the firm's clients are considered high-net-worth individuals, who are defined as investors who have more than $1 million in assets.

Certifications and Registrations

Series 63, Series 65

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

3 Centennial Drive
Peabody, MA 01960

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New England Schooner, Inc Brokerage Details

Total Assets Under Management

$93,085,112

MA Average: $16,012,751,954
Total Number of Employees

5

MA Average: 118
Total Number of Accounts

661

MA Average: 4,567
Average Account Size

$140,825

MA Average: $3,506,186

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

John Morgan Work History

John has 13 years of experience.

2005 - Present (14 years)

Royal Alliance Associates

2005 - Present (14 years)

New England Schooner, Inc

Disclosures

John Morgan has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at New England Schooner, Inc

Timothy Grogan
Peabody, MA
John Morgan
Peabody, MA
Kevin Norwood
Peabody, MA
Stephen Taylor
Peabody, MA

This content was compiled from the SEC and FINRA.

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