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Morgan Robert Christen

Morgan R. Christen

SPINNAKER INVESTMENT GROUP
Newport Beach, CA 92660
CRD#: 2395180
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Morgan Robert Christen
Morgan Robert ChristenSPINNAKER INVESTMENT GROUP

Professional summary

Morgan Robert Christen, CFP® is a registered financial advisor currently at SPINNAKER INVESTMENT GROUP, LLC located in Newport Beach, California.

Morgan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Morgan has worked at 10 firms and has passed the Series 63, Series 99TO, Series 52TO, SIE, Series 7, Series 53, Series 27 and Series 24 exams.

Question & Answer

What are your service offerings?
Investment Planning
Comprehensive Financial Planni...
Business Succession Planning
Employee and Employer Plan Ben...
Insurance Planning
Retirement Planning
Estate Planning
Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Morgan Robert Christen's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 1999

Experience

Current

May 6, 2016 - Present

SPINNAKER INVESTMENT GROUP, LLC

Office #1: 4100 Macarthur Blvd. Suite 120, Newport Beach, CA 92660
RIA
CRD#: 283414
Newport Beach, CA
Past

September 1, 2016 - January 31, 2023

GALT FINANCIAL GROUP, INC.

BD
CRD#: 146976
WESTLAKE VILLAGE, CA
Past

May 9, 2008 - October 31, 2014

SIGNATOR INVESTORS, INC.

RIA
CRD#: 468
IRVINE, CA
Past

June 8, 2007 - March 29, 2018

SIGNATURE RESOURCES CAPITAL MANAGEMENT, LLC

RIA
CRD#: 144069
IRVINE, CA
Past

December 20, 2006 - February 13, 2008

SIGNATOR INVESTORS, INC.

RIA
CRD#: 468
IRVINE, CA
Past

December 15, 2006 - October 31, 2014

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
IRVINE, CA
Past

January 1, 2005 - December 12, 2006

CHARTERWEST CONSULTING, INC.

RIA
CRD#: 111152
NEWPORT BEACH, CA
Past

October 23, 1996 - December 8, 2006

DOLPHIN SECURITIES, INC.

BD
CRD#: 10525
SAN MARCOS, CA
Past

April 18, 1995 - October 11, 1996

FINANCE 500, INC.

BD
CRD#: 12981
IRVINE, CA
Past

March 17, 1995 - April 11, 1995

CAMDEN FINANCIAL SERVICES

BD
CRD#: 19925
KELLER, TX
Past

October 21, 1993 - May 18, 1995

ROBERT SCOTT SECURITIES, INC.

BD
CRD#: 28180
Past

September 24, 1993 - January 4, 1994

FSC SECURITIES CORPORATION

BD
CRD#: 7461
ATLANTA, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SI
SPINNAKER INVESTMENT GROUP, LLC
MANDALYN ADVISORS, LLC | SPINNLAW | SPINNAKER INVESTMENT GROUP, LLC

CRD#: 283414 / SEC#: 801-107671

RIA
Registered Investment Advisory firm - (4/15/2016 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(5/6/2016)
IAR
Texas
(5/6/2016)

Exams

State Security Law Exam
RR
Series 63
Date: 10/13/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/23/1993
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 53
Date: 10/2/2002
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 27
Date: 8/24/1999
Financial and Operations Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 5/2/1995
General Securities Principal Examination

Current Firm

SI
SPINNAKER INVESTMENT GROUP, LLC
MANDALYN ADVISORS, LLC | SPINNLAW | SPINNAKER INVESTMENT GROUP, LLC

CRD#: 283414 / SEC#: 801-107671

RIA
Registered Investment Advisory firm - (4/15/2016 Approved)
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Contact information

Main Address
4100 Macarthur Blvd. Suite 120, Newport Beach, CA 92660
Mailing Address
Phone number
(949) 396-6700
Established
Firm type
Fiscal year end
# of Employees
11

SEC notice filing (21 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (2/11/2026)

Regulatory assets under management

Total Number of Accounts2,337
AUM (Assets Under Management)$ 1,072,851,920

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
09/06/2024
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

SPINNAKER INVESTMENT GROUP, LLC

CRD#: 283414Newport Beach, CA 92660

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