Chad
Morganlander
Washington Crossing Advisors LLC
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About this Advisor
Chad Morganlander is a financial advisor based in Morristown, New Jersey, working with Washington Crossing Advisors LLC. Chad has previously held positions at Stifel, Nicolaus & Company, Inc and Washington Crossing Advisors, LLC. Chad has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey. Currently, Chad is part of Washington Crossing Advisors LLC, which operates out of Morristown, New Jersey. The firm has 2 offices and 10 employees. The firm manages assets totaling $1.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Washington Crossing Advisors LLC includes asset-based fees.
Certifications and Registrations
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Fee Structure
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Washington Crossing Advisors LLC Brokerage Details
$1,944,104,234
10
3,243
$599,477
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Chad Morganlander Work History
Stifel, Nicolaus & Company, Inc
Washington Crossing Advisors, LLC
Disclosures
Please visit the SEC profile of Chad Morganlander 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 Washington Crossing Advisors LLC
Florham Park, NJ
Morristown, NJ
Morristown, NJ
Morristown, NJ
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