Brad I. Morgan
SAVVY | Director & Senior Wealth Advisor
Cincinnati, OH
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CRD#: 6401089
Professional summary
Brad Ian Morgan, CFP® is a registered financial advisor currently at SAVVY located in Cincinnati, Ohio.
Brad is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Brad has worked at 3 firms and has passed the Series 65 exam.
Biography
Brad is a CERTIFIED FINANCIAL PLANNER™ who specializes in assisting Procter & Gamble (P&G) employees and retirees with their financial planning needs. With expertise in tax strategies, charitable giving, stock options, estate planning, and income management, Brad provides tailored guidance to help clients navigate the complexities of their compensation packages. His unique perspective as a former P&G employee and a member of a multi-generational P&G family enables him to empathize with clients’ challenges and decisions. He holds both a bachelor's and a master's degree in Mechanical Engineering from the University of Tennessee, where he graduated with honors. Brad met his wife, Jenny, at P&G, where she worked in marketing for 12 years. They live in Madeira, OH, with their four children and two dogs.
Outside of work, Brad and Jenny are passionate cyclists and enjoy traveling with their family. They also love skiing—snow in winter and water in summer—and actively participate in their local church, Crossroads. This blend of personal and professional experience makes Brad a trusted resource for P&G employees seeking to secure their financial futures.
Question & Answer
What are your service offerings?
Socially Responsible Investing
Education Planning
Small Business Planning
Social Security Planning
Tax Planning
Life Transitions
Retirement Income Management
Long-term Care
Comprehensive Financial Planni...
Retirement Planning
Elder Care
Employee and Employer Plan Ben...
Budgeting
Investment Planning
Insurance Planning
Health Care
Estate Planning
Business Succession Planning
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.
CRS (Client Relationship Summary) - RIA
Click below to view Brad Ian 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®
CFP®
Start date: 2017
Experience
Current
July 16, 2024 - Present
SAVVY
RIA
CRD#: 318493
Cincinnati, OH
Past
February 26, 2018 - July 25, 2024
MARINER WEALTH
RIA
CRD#: 140195
Cincinnati, OH
Past
December 22, 2014 - November 26, 2018
MARINER WEALTH ADVISORS
RIA
CRD#: 165759
CINCINNATI, OH
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".
SA
SAVVY
CEDAR + SEVENS WEALTH | WEALTH RETENTION | SULLIVAN FARR WEALTH ADVISORS | STANDING OAK ADVISORS | SAVVY WEALTH, INC. | SAVVY WEALTH | SAVVY ADVISORS, INC. | SAVVY | PRESTIQ WEALTH PARTNERS CORP | NINE FOUR WEALTH | MARKETWISE ASSET MANAGEMENT | KHOURY PRIVATE WEALTH | HARDY CAPITAL INVESTMENTS | FLOURISH FINANCIAL PARTNERS
CRD#: 318493 / SEC#: 801-123656
RIA
Registered Investment Advisory firm - (4/11/2022 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
Ohio(7/16/2024)
Current Firm
SA
SAVVY
CEDAR + SEVENS WEALTH | WEALTH RETENTION | SULLIVAN FARR WEALTH ADVISORS | STANDING OAK ADVISORS | SAVVY WEALTH, INC. | SAVVY WEALTH | SAVVY ADVISORS, INC. | SAVVY | PRESTIQ WEALTH PARTNERS CORP | NINE FOUR WEALTH | MARKETWISE ASSET MANAGEMENT | KHOURY PRIVATE WEALTH | HARDY CAPITAL INVESTMENTS | FLOURISH FINANCIAL PARTNERS
CRD#: 318493 / SEC#: 801-123656
RIA
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Contact information
Main Address
111 West 33rd Street Unit 1410, New York, NY 10001
Mailing Address
Phone number
(833) 745-6789
Established
Firm type
Fiscal year end
# of Employees
60
SEC notice filing (38 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,776 |
| AUM (Assets Under Management) | $ 1,295,318,161 |
Red Flags
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Company Information
SAVVY
Director & Senior Wealth AdvisorCRD#: 318493Cincinnati, OHTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
