Michael A. Morey

MOREY & QUINN WEALTH PARTNERS | Branch Manager

OMAHA, NE 68154

Some features on this profile are disabled

CRD#: 4993325

Professional summary

Michael Andrew Morey is a registered financial advisor currently at MOREY & QUINN WEALTH PARTNERS located in Omaha, Nebraska and CABOT LODGE SECURITIES LLC located in Omaha, Nebraska.

Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Michael has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 10 and Series 9 exams.

Question & Answer

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.

(1) Michael Morey-Insurance Agent, not investment related, Omaha, ME, selling and servicing annuities, Insurance Agent, 10/1/2024, 1 hour per month, 1 hour per month during trading hours, selling and servicing annuities. (2) Morey & Quinn Wealth Partners, investment related, Omaha, NE, RIA/wealth management, Partner, 7/2024, 50 hours per week, 35 hours per week during trading hours, meet with clients, manage investment portfolios.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Andrew Morey'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®

None

Experience

Current

October 16, 2024 - Present

MOREY & QUINN WEALTH PARTNERS

Office #1: 11225 Davenport Street Suite 109, Omaha, NE 68154

RIA

CRD#: 332074

OMAHA, NE

Current

October 1, 2024 - Present

CABOT LODGE SECURITIES LLC

Office #1: 1125 Davenport Street Suite 109, Omaha, NE 68154

CRD#: 159712

Omaha, NE

Past

September 12, 2014 - October 2, 2024

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

OMAHA, NE

Past

January 1, 2006 - October 2, 2024

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

OMAHA, NE

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".

MOREY & QUINN WEALTH PARTNERS

MOREY & QUINN WEALTH PARTNERS | MOREY & QUINN WEALTH PARTNERS LLC

CRD#: 332074 / SEC#: 801-130974

RIA

Registered Investment Advisory firm - (8/22/2024 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Minnesota
(1/3/2025)

Nebraska
(10/4/2024)

IAR

Nebraska
(10/16/2024)

IAR

Texas
(10/29/2024)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/10/2014

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/30/2006

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: 12/21/2005

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 7/10/2019

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 2/27/2019

General Securities Sales Supervisor - Options Module Examination

SRO Registrations

FINRA

Current Firm

MOREY & QUINN WEALTH PARTNERS

MOREY & QUINN WEALTH PARTNERS | MOREY & QUINN WEALTH PARTNERS LLC

CRD#: 332074 / SEC#: 801-130974

RIA

Registered Investment Advisory firm - (8/22/2024 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

11225 Davenport Street Suite 109, Omaha, NE 68154

Mailing Address

Phone number

(402) 502-9900

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

10 29 2025 MQW FORM ADV PART 2A AND 2B FINAL (10/29/2025)

Regulatory assets under management

Total Number of Accounts	1,473
AUM (Assets Under Management)	$ 328,143,597

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

Similar Advisors

Byron Smith

OSAIC WEALTH, INC.

IAR

OMAHA, NE

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Michael A. Morey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Andrew Morey's CRS (Customer Relationship Summary).

Certified licenses

Experience

CABOT LODGE SECURITIES LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

MOREY & QUINN WEALTH PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 9/10/2014

Series 63

Date: 1/30/2006

SIE

Date: 10/1/2018

Series 7

Date: 12/21/2005

Series 10

Date: 7/10/2019

Series 9

Date: 2/27/2019

FINRA

Current Firm

MOREY & QUINN WEALTH PARTNERS

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MOREY & QUINN WEALTH PARTNERS

TRUST BUT VERIFY

Contact information

Similar Advisors