Christopher
Morgan
Allio Advisors
Answer a few questions and
get matched with an advisor.
About this Advisor
Christopher Morgan is a financial advisor based in Brooklyn, New York, working with Allio Advisors. Christopher has previously held positions at Regulatory Software, Arete Wealth Management LLC, Masterworks Investor Services LLC, Masterworks Advisers, LLC, Allio Capital, Travel, Country Club Bank Capital Markets Group, Johns Hopkins University, Rss, Masterworks, Allio Finance, Allio Advisors LLC, and Country Club Bank. Christopher has passed the Series 66 regulatory exam and is registered to provide services in New York. Currently, Christopher is part of Allio Advisors, which operates out of Brooklyn, New York. The firm has 4 employees and manages assets totaling $13.0 thousand. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Allio Advisors includes fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Allio Advisors Brokerage Details
$13,028
4
235
$55
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Christopher Morgan Work History
Allio Capital
Allio Finance
Allio Advisors LLC
Masterworks Advisers, LLC
Travel
Masterworks
Arete Wealth Management LLC
Masterworks Investor Services LLC
Regulatory Software
Rss
Johns Hopkins University
Country Club Bank Capital Markets Group
Country Club Bank
Disclosures
Please visit the SEC profile of Christopher 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 Allio Advisors
Brooklyn, NY
Seattle, WA
Seattle, WA
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
