AM
CFP
AM
CFP

Adam C Morgan

17 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
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Location

18700 N. Hayden Road, Suite 255, Scottsdale, AZ, 85255

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Adam is the president of Millennial Wealth, Inc., used for business expenses, accounting, and placing fixed life, disability, and long-term care insurance as a licensed agent, dedicating minimal time. He is also an investment adviser representative at Novem Group, taking a full-time commitment, and owns real estate property through KI & Morgan, LLC, requiring minimal time.

Employment History
Current Registrations
Osaic Wealth, INC.
October 2024 - Present · 1 yr 4 mos
Osaic Wealth, INC.Broker
October 2024 - Present · 1 yr 4 mos
Novem Group
October 2014 - Present · 11 yrs 4 mos
Previous Registrations
American Portfolios Advisors, INC
October 2014 - October 2024 · 10 yrs
American Portfolios Financial Services, INC.Broker
October 2014 - October 2024 · 10 yrs
AXA Advisors, LLC
May 2010 - October 2014 · 4 yrs 5 mos
AXA Advisors, LLCBroker
February 2008 - October 2014 · 6 yrs 8 mos
State Registrations9 states
CACTFLMANJNYSCTXWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.