Maurice S. Linton

EAGLE'S CREST ADVISORS

Orange City, FL

CRD#: 2852881

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Professional summary

Maurice Simpson Linton, CFP®, who also goes by Reese Linton, is a registered financial advisor currently at EAGLE'S CREST ADVISORS, LLC located in Orange City, Florida.

Maurice is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Maurice has worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Reese Linton

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 Maurice Simpson Linton'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®

CRD#: 5393

Orlando, FL

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".

EAGLE'S CREST ADVISORS, LLC

EAGLE'S CREST ADVISORS, LLC | TENOR WEALTH LLC | TENOR WEALTH | EAGLE'S NEST ADVISORS, LLC

CRD#: 335252 / SEC#: 801-132362

RIA

Registered Investment Advisory firm - (4/23/2025 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

Florida
(6/25/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/21/2007

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 2/18/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/9/2001

General Securities Representative Examination

Current Firm

EAGLE'S CREST ADVISORS, LLC

EAGLE'S CREST ADVISORS, LLC | TENOR WEALTH LLC | TENOR WEALTH | EAGLE'S NEST ADVISORS, LLC

CRD#: 335252 / SEC#: 801-132362

RIA

Registered Investment Advisory firm - (4/23/2025 Approved)

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Contact information

Main Address

200 Broadhollow Road, Suite 207, Melville, NY 11747

Mailing Address

Phone number

(646) 627-6030

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EAGLES CREST FORM ADV PART 2A 2025 (7/16/2025)

Regulatory assets under management

Total Number of Accounts	82
AUM (Assets Under Management)	$ 30,581,385

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.

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Advisor Monitoring

Firm Stability Insights

Maurice S. Linton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Maurice Simpson Linton's CRS (Customer Relationship Summary).

Certified licenses

Experience

SCHWAB WEALTH ADVISORY, INC.

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

Primary Firm SEC Registration

EAGLE'S CREST ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/21/2007

Series 63

Date: 2/18/2004

SIE

Date: 10/1/2018

Series 7

Date: 1/9/2001

Current Firm

EAGLE'S CREST ADVISORS, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EAGLE'S CREST ADVISORS, LLC

TRUST BUT VERIFY

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