Griffin
Morgan
Arete Wealth Advisors, LLC
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About this Advisor
Griffin Morgan is a financial advisor working out of New York, New York who has 1 year of industry experience. Morgan is currently employed by Arete Wealth Advisors, LLC. Over the course of their career, they have held roles at John Hancock, John Hancock Distributors LLC, Wellesley Youth Lacrosse Club, Vdc Reserch, Sandy Burr Country Club, Sheldon Calvary Camp, Culligan Water Filtration, Roche Bros, Union College, Wellesley High School, Masterworks, Arete Wealth Management, LLC and Arete Wealth Advisors, LLC. Morgan has Series 63 and Series 66 licenses, certifying them as a securities agent, and is registered to work in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District Of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin and Wyoming. Arete Wealth Advisors, LLC is a financial advisory company that has its headquarters in Chicago, IL. The firm has offices in 26 locations and a total of 151 employees. It controls $2 billion in assets under management among its 5,102 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. Of its 5,102 accounts, 72% belong to high-net-worth clients who have more than $1 million in investable assets. The company provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and other services. Financial advisory fee schedules typically are based on the type of financial services. However, fees charged by Arete Wealth Advisors, LLC most likely include asset-based, hourly, fixed, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Arete Wealth Advisors, LLC Brokerage Details
$2,116,498,344
151
5,102
$414,837
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
- Publication of periodicals or newsletters
- Other
Griffin Morgan Work History
Griffin has been registered as a financial advisor for 1 years.*
Masterworks
Arete Wealth Management, LLC
Arete Wealth Advisors, LLC
John Hancock
John Hancock Distributors LLC
Wellesley Youth Lacrosse Club
Vdc Reserch
Sandy Burr Country Club
Sheldon Calvary Camp
Culligan Water Filtration
Roche Bros
Union College
Wellesley High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Griffin 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 Arete Wealth Advisors, LLC
New York, NY
Park Ridge, IL
Colleyville, TX
New York, NY
Nashville, TN
Chicago, IL
New York, NY
New York, NY
The content in this profile was updated by SmartAsset on 4/16/2023. 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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