Morgan Partners LLC

Broker-DealerFINRA MemberEst. 2012
Total AUM
—
Advisory reps
7
Avg account
$0

Firm details

Headquarters
Wellesley, Massachusetts
CRD number
164032
Registered since
October 19, 2012

Firm profile

FINTRX

Overview

Morgan Partners LLC is organized as a limited liability company and is classified in FINTRX as an investment bank. The firm registered with the SEC in 2012 and is owned by an individual. FINTRX records indicate Morgan Partners does not serve as a capital allocator and is not flagged as an active ESG investor, a multistate adviser, a pension consultant, or a related adviser. The dataset does not include descriptions of the firm’s advisory activities, client segments, or fee arrangements. That absence of operational detail in the source limits what can be said about the firm’s target clients or the services it markets beyond its regulatory registration and business classification.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 7
  • Thomas George

    FinOpCRD 5378303

  • Hugh Keefe

    Hugh Keefe

    Managing DirectorCRD 6098996

  • Ames Tardio

    Ames Tardio

    Managing DirectorCRD 6683034

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth