Morgan Partners LLC
Firm details
- Headquarters
- Wellesley, Massachusetts
- CRD number
- 164032
- Registered since
- October 19, 2012
- Website
- www.morganpartners.com
Firm profile
FINTRXOverview
Morgan Partners LLC is organized as a limited liability company and has been registered with the SEC since 2012. The firm is listed as an investment bank and is owned by an individual. FINTRX classifies the firm as not operating as a capital allocator and not engaging as an active ESG investor. It is also not reported as a multi-state adviser, a pension consultant, or a related adviser to another entity. Available records do not include detail on the firm's advisory activities, fee schedule, client types, or specific business lines beyond its classification as an investment bank.
Assets & Accounts
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 7Thomas George
FinOpCRD 5378303
Hugh Keefe
Managing DirectorCRD 6098996
Ames Tardio
Managing DirectorCRD 6683034
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Wellesley, MA
Norfolk
Location
Wellesley, MA
Headquartered in Wellesley, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Norfolk
- Address
- 100 Worcester St
- Time zone
- ET (UTC-5)
- Office locations
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