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MM

Michael V. Morgan

NORTH CREEK CAPITAL
SEATTLE, WA 98199
Some features on this profile are disabled
CRD#: 6313347
MM

Professional summary

Michael Vincent Morgan, who also goes by Mike Morgan, is a registered financial advisor currently at NORTH CREEK CAPITAL, LLC located in Seattle, Washington.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Michael has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Mike Morgan

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 Michael Vincent Morgan's 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

January 10, 2020 - Present

NORTH CREEK CAPITAL, LLC

Office #1: Attn: Michael Morgan 2356 W Commodore Way, Suite 200, Seattle, WA 98199
RIA
CRD#: 302104
SEATTLE, WA
Past

December 18, 2014 - August 17, 2018

FAIRVIEW PARTNERS INVESTMENT MANAGEMENT LLC

RIA
CRD#: 170918
SEATTLE, WA

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
Washington
(1/10/2020)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/26/2014
Uniform Investment Adviser Law Examination

Current Firm

NC
NORTH CREEK CAPITAL, LLC
NORTH CREEK | NORTH CREEK CAPITAL, LLC | NORTH CREEK CAPITAL

CRD#: 302104 / SEC#:

Washington
Registered Investment Advisory firm - (1/10/2020 Approved)
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Contact information

Main Address
Attn: Michael Morgan 2356 W Commodore Way, Suite 200, Seattle, WA 98199
Mailing Address
Phone number
(206) 283-9242
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts1
AUM (Assets Under Management)$ 15,275,275

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

NORTH CREEK CAPITAL, LLC

CRD#: 302104Seattle, WA 98199

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