Kelly
Morgan
Prio Wealth Lp
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About this Advisor
Kelly Morgan is a financial advisor based in Boston, Massachusetts, working with Prio Wealth Lp. Kelly has previously held positions at Seaward Management Lp, Seaward Management Business Trust, Prio Wealth Lp (formerly Seaward Management Lp), Seaward Fiduciary Services LLC, and Prio Wealth Business Trust. Kelly has passed the Series 65 regulatory exam and is registered to provide services in Louisiana, Massachusetts, New Hampshire, and Texas. Currently, Kelly is part of Prio Wealth Lp, which operates out of Boston, Massachusetts. The firm has 28 employees and manages assets totaling $3.7 billion. The firm 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, and portfolio management for institutional clients. The fee structure at Prio Wealth Lp includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Prio Wealth Lp Brokerage Details
$3,737,800,709
28
1,765
$2,117,734
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Kelly Morgan Work History
Prio Wealth Lp (Formerly Seaward Management Lp)
Seaward Fiduciary Services LLC
Prio Wealth Business Trust
Seaward Management Lp
Seaward Management Business Trust
Disclosures
Please visit the SEC profile of Kelly 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 Prio Wealth Lp
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
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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