Morgan E. Mabry

CLIENT 1ST ADVISORY GROUP

DUNEDIN, FL 34698

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CRD#: 5758571

Professional summary

Morgan E Mabry, CFP® is a registered financial advisor currently at CLIENT 1ST ADVISORY GROUP located in Dunedin, Florida.

Morgan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Morgan has worked at 1 firm and has passed the Series 65 exam.

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Morgan E Mabry'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®

CFP^®

Certified Financial Planner

Start date: 2017

Experience

Current

January 23, 2024 - Present

CLIENT 1ST ADVISORY GROUP

Office #1: 963 Highland Avenue, Dunedin, FL 34698

RIA

CRD#: 167790

DUNEDIN, FL

Past

May 9, 2017 - January 6, 2024

CLIENT 1ST ADVISORY GROUP

RIA

CRD#: 167790

CLEARWATER, 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".

CLIENT 1ST ADVISORY GROUP

CLIENT 1ST ADVISORY GROUP | CLIENT 1ST ADVISORY GROUP LLC

CRD#: 167790 / SEC#: 801-78052

RIA

Registered Investment Advisory firm - (5/14/2013 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
(1/26/2024)

IAR

Mississippi
(1/23/2024)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/9/2017

Uniform Investment Adviser Law Examination

Current Firm

CLIENT 1ST ADVISORY GROUP

CLIENT 1ST ADVISORY GROUP | CLIENT 1ST ADVISORY GROUP LLC

CRD#: 167790 / SEC#: 801-78052

RIA

Registered Investment Advisory firm - (5/14/2013 Approved)

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Contact information

Main Address

963 Highland Avenue, Dunedin, FL 34698

Mailing Address

Phone number

(727) 450-2301

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CLIENT 1ST WRAP FEE PROGRAM (8/7/2025)

CLIENT 1ST ADVISORY GROUP, LLC (8/7/2025)

Regulatory assets under management

Total Number of Accounts	840
AUM (Assets Under Management)	$ 403,969,413

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/25/2025	Cover Page	Report
09/11/2024	Cover Page	Report
08/07/2024	Cover Page	Report
12/18/2023	Cover Page	Report

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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Morgan E. Mabry

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Morgan E Mabry's CRS (Customer Relationship Summary).

Certified licenses

Experience

CLIENT 1ST ADVISORY GROUP

CLIENT 1ST ADVISORY GROUP

Primary Firm SEC Registration

CLIENT 1ST ADVISORY GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 5/9/2017

Current Firm

CLIENT 1ST ADVISORY GROUP

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CLIENT 1ST ADVISORY GROUP

TRUST BUT VERIFY

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