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SM

Stephen F. Morton

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CRD#: 341146
SM

Professional summary


Stephen Francis Morton MR. was suspended by undefined from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Stephen Francis Morton MR., who also goes by Stephen Francis Morton, was a registered financial professional .

Stephen is a previously registered financial professional and started their career in finance in 1970. Stephen had worked at 22 firms and has passed the Series 63 and Series 1 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Stephen Francis Morton

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)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

November 20, 2006 - September 13, 2007

MACARTHUR STRATEGIES, INC.

BD
CRD#: 20678
IRVINE, CA
Past

January 9, 2006 - November 10, 2006

BMA SECURITIES, LLC

BD
CRD#: 108219
CORONA DEL MAR, CA
Past

July 27, 2004 - January 17, 2006

NEWPORT COAST SECURITIES, INC.

BD
CRD#: 16944
NEW YORK, NY
Past

April 25, 2003 - September 5, 2003

HARRISON DOUGLAS, INC.

BD
CRD#: 16515
AURORA, CO
Past

July 25, 2002 - February 5, 2003

MISSION SECURITIES CORPORATION

BD
CRD#: 41779
SAN DIEGO, CA
Past

February 19, 2002 - July 24, 2002

WESTCAP SECURITIES, INC.

BD
CRD#: 45250
IRVINE, CA
Past

October 1, 2001 - February 12, 2002

BERTRAM SAMUEL SECURITIES, LLC

BD
CRD#: 111183
BOWLING GREEN, KY
Past

July 5, 2001 - September 17, 2001

AMERICAN INCOME SECURITIES

BD
CRD#: 37476
SANTA ANA, CA
Past

January 25, 1999 - July 6, 1999

AMERICAN INCOME SECURITIES

BD
CRD#: 37476
SANTA ANA, CA
Past

September 14, 1998 - June 9, 1999

INCOME NETWORK COMPANY

BD
CRD#: 20475
IRVINE, CA
Past

December 22, 1997 - July 14, 1998

WALDRON & CO., INC.

BD
CRD#: 868
IRVINE, CA
Past

May 15, 1997 - December 11, 1997

INCOME NETWORK COMPANY

BD
CRD#: 20475
IRVINE, CA
Past

January 23, 1996 - March 21, 1997

SPECTRUM SECURITIES, INC.

BD
CRD#: 29305
AROURA HILLS, CA
Past

June 28, 1995 - December 13, 1995

GLOBAL STRATEGIES GROUP, INC.

BD
CRD#: 27414
NEW YORK, NY
Past

December 10, 1993 - May 15, 1995

COLUMBUS FINANCIAL, INC.

BD
CRD#: 22709
BEVERLY HILLS, CA
Past

January 25, 1993 - November 8, 1993

COLUMBUS FINANCIAL, INC.

BD
CRD#: 22709
BEVERLY HILLS, CA
Past

April 1, 1992 - January 25, 1993

EVERGREEN SECURITIES, INC.

BD
CRD#: 15596
Past

September 14, 1988 - December 19, 1990

INTERFIRST CAPITAL CORPORATION

BD
CRD#: 7659
LOS ANGELES, CA
Past

October 6, 1987 - November 6, 1987

BLINDER, ROBINSON & CO., INC.

BD
CRD#: 5096
Past

September 17, 1985 - August 20, 1986

CECO FINANCIAL SECURITIES CORP.

BD
CRD#: 7196
Past

April 30, 1985 - June 13, 1985

CINCINNATI ANALYSTS, INC.

BD
CRD#: 5478
Past

July 14, 1982 - April 12, 1985

TITAN/VALUE EQUITIES GROUP, INC.

BD
CRD#: 6359
Past

October 16, 1981 - July 12, 1982

LPL FINANCIAL LLC

BD
CRD#: 6413
Past

March 19, 1979 - August 23, 1981

LPL FINANCIAL LLC

BD
CRD#: 6413
Past

August 8, 1975 - May 4, 1979

CORNERSTONE FINANCIAL SERVICES, INC.

BD
CRD#: 953
Past

October 1, 1970 - September 15, 1975

TOWER SQUARE SECURITIES, INC.

BD
CRD#: 833

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 10/16/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 1
Date: 3/14/1967
Registered Representative Examination

Current Firm


MS
MACARTHUR STRATEGIES, INC.
BROKERS FIRST FINANCIAL CORP. | WELLINGTON FIRST SECURITIES, INC. | TREMAN FIRST SECURITIES, INC. | MACARTHUR STRATEGIES, INC.

CRD#: 20678 / SEC#: , 8-38402

BD
Terminated by SEC on 02/06/2010
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Contact information


Main Address
Mailing Address
Phone number
Established
Nevada since 08/04/1990
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
NICHOLSON, PAUL NICHOLASCHIEF COMPLIANCE OFFICER
NICHOLSON, PAUL NICHOLASPRESIDENT

Disclosures


Regulatory Event3
Arbitration1

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


MACARTHUR STRATEGIES, INC.

CRD#: 20678

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