William S. Morse

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CRD#: 4727991

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

William S Morse was a registered financial professional .

William is a previously registered financial professional and started their career in finance in 1991. William had worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

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)

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

June 3, 1991 - June 13, 2024

MORSE INVESTMENT MANAGEMENT COMPANY, INC.

RIA

CRD#: 128355

FARMINGTON, CT

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

Current Firm

MORSE INVESTMENT MANAGEMENT COMPANY, INC.

CRD#: 128355 / SEC#:

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Contact information

Main Address

321 Main Street, Farmington, CT 06032

Mailing Address

133 Main Street 133 Main St, Farmington, CT 06032

Phone number

(860) 678-4463

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	6
AUM (Assets Under Management)	$ 2,600,000

Red Flags

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