Morgan Aileen Hatfield
Professional Summary
Morgan Aileen Hatfield is a registered financial advisor currently at DESTINY WEALTH PARTNERS, LLC located in Tavares, Florida. Morgan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Morgan has worked at 4 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
IMPACT INVESTORS
PFS INVESTMENTS INC.
J.P. MORGAN SECURITIES LLC
GUZHUNA ASSET MANAGEMENT
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
IMPACT INVESTORS
PFS INVESTMENTS INC.
J.P. MORGAN SECURITIES LLC
GUZHUNA ASSET MANAGEMENT
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
IMPACT INVESTORS
PFS INVESTMENTS INC.
J.P. MORGAN SECURITIES LLC
GUZHUNA ASSET MANAGEMENT
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
IMPACT INVESTORS
PFS INVESTMENTS INC.
J.P. MORGAN SECURITIES LLC
GUZHUNA ASSET MANAGEMENT
Years of Experience
16 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
IMPACT INVESTORS
PFS INVESTMENTS INC.
J.P. MORGAN SECURITIES LLC
GUZHUNA ASSET MANAGEMENT
Current Firm
DESTINY 401(K) | SMART ASSETS OPTIMIZER | SMART ASSET OPTIMIZER | RWM ASSET MANAGEMENT, LLC | RUGGIE WEALTH MANAGEMENT | NICHOLS WEALTH PARTNERS | KCG INVESTMENT ADVISORY SERVICES | EDGE SOLUTIONS | EDGE 401K SOLUTIONS | EDGE 401K FUNDS | DESTINY WEALTH PARTNERS, LLC | DESTINY WEALTH PARTNERS | DESTINY WEALTH MANAGEMENT | DESTINY FAMILY OFFICE | DESTINY 401K
Contact Information
Main Address
2100 Lake Eustis Dr., Tavares, FL 32778Phone Number
(352) 343-2700# of Employees
26SEC notice filing (22 States and Territories)
Registered to provide investment advisory services in 22 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
2,949AUM (Assets Under Management)
$947,288,591Similar Advisors
IMPACT INVESTORS
PFS INVESTMENTS INC.
J.P. MORGAN SECURITIES LLC
GUZHUNA ASSET MANAGEMENT
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
IMPACT INVESTORS
PFS INVESTMENTS INC.
J.P. MORGAN SECURITIES LLC
GUZHUNA ASSET MANAGEMENT
Primary Firm SEC Registration
DESTINY 401(K) | SMART ASSETS OPTIMIZER | SMART ASSET OPTIMIZER | RWM ASSET MANAGEMENT, LLC | RUGGIE WEALTH MANAGEMENT | NICHOLS WEALTH PARTNERS | KCG INVESTMENT ADVISORY SERVICES | EDGE SOLUTIONS | EDGE 401K SOLUTIONS | EDGE 401K FUNDS | DESTINY WEALTH PARTNERS, LLC | DESTINY WEALTH PARTNERS | DESTINY WEALTH MANAGEMENT | DESTINY FAMILY OFFICE | DESTINY 401K
State Registrations and Notice Filings
(4/6/2015)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
IMPACT INVESTORS
PFS INVESTMENTS INC.
J.P. MORGAN SECURITIES LLC
GUZHUNA ASSET MANAGEMENT
CRS (Client Relationship Summary) - RIA
Click below to view Morgan Aileen Hatfield's CRS (Customer Relationship Summary).
Similar Advisors
IMPACT INVESTORS
PFS INVESTMENTS INC.
J.P. MORGAN SECURITIES LLC
GUZHUNA ASSET MANAGEMENT