Moreton Capital Markets, LLC
Firm details
- Headquarters
- Salt Lake City , Utah
- CRD number
- 132643
- Registered since
- January 7, 2005
- Website
- www.moretoncm.com
Firm profile
FINTRXOverview
Moreton Capital Markets, LLC is organized as a limited liability company with ownership listed as a mix of a domestic entity and an individual. The source classifies the firm as "Unclassified," and the publicly available profile provides only a limited set of operational descriptors. Available data indicate the firm is not a capital allocator, does not identify as an active ESG investor, is not a multi-state adviser, is not newly formed, and is not listed as a pension consultant or related adviser. The profile does not include specifics on client types, fee schedules, or the firm’s advisory and business activities.
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 13Sharon Roeske
FinOpCRD 720262
Lynn Cornwell
Vice PresidentCRD 1196628

William Lewis
Managing DirectorCRD 1912930
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Salt Lake City , UT
Salt Lake
Location
Salt Lake City , UT
Headquartered in Salt Lake City , UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- Salt Lake
- Address
- 101 S 200 E
- Time zone
- MT (UTC-7)
- Office locations
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