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Adam Boyd Morgan

12 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
633 advisors
Number of Clients
3,251 clients
Average Client Portfolio
$323K average
Assets Under Management
$1.1B
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Location

Richmond, VA

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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 Activities

Adam is the president and owner of WealthHyve Advisors, LLC, which is a DBA for an investment-related business.

Employment History
Current Registrations
Private Client Services, LLC
December 2021 - Present · 4 yrs 2 mos
Private Client Services, LLC
December 2021 - Present · 4 yrs 2 mos
Private Client Services, LLCBroker
December 2021 - Present · 4 yrs 2 mos
Previous Registrations
LPL Financial LLC
November 2018 - November 2021 · 3 yrs
LPL Financial LLCBroker
November 2018 - November 2021 · 3 yrs
MML Investors Services, LLC
December 2015 - November 2018 · 2 yrs 11 mos
MML Investors Services, LLCBroker
July 2013 - November 2018 · 5 yrs 4 mos
State Registrations1 state
VA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.