Morgan Everett

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CRD#: 6913294

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Morgan Everett, who also goes by Morgan Lauren Everett, Morgan Everett, was a registered financial professional .

Morgan is a previously registered financial professional and started their career in finance in 2018. Morgan had worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Morgan Lauren Everett | Morgan Everett

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

February 2, 2024 - May 1, 2025

BRIGHTON JONES LLC

RIA

CRD#: 108601

McLean, VA

Past

August 5, 2022 - June 8, 2023

RBC CAPITAL MARKETS, LLC

RIA

CRD#: 31194

WILMINGTON, DE

Past

August 4, 2022 - June 8, 2023

RBC CAPITAL MARKETS, LLC

CRD#: 31194

WILMINGTON, DE

Past

November 5, 2021 - January 13, 2022

MYCIO WEALTH PARTNERS, LLC

RIA

CRD#: 134436

PHILADELPHIA, PA

Past

October 12, 2020 - September 29, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

STAMFORD, CT

Past

October 12, 2020 - September 29, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

STAMFORD, CT

Past

October 15, 2018 - September 18, 2020

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Stamford, CT

Past

September 14, 2018 - September 18, 2020

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Stamford, CT

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".

BRIGHTON JONES LLC

BRIGHTON JONES LLC | OPENPLAN | LENORA GROUP | LENORA FAMILY OFFICE

CRD#: 108601 / SEC#: 801-57087

RIA

Registered Investment Advisory firm - (1/3/2000 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

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 66

Date: 10/15/2018

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/14/2018

General Securities Representative Examination

Current Firm

BRIGHTON JONES LLC

BRIGHTON JONES LLC | OPENPLAN | LENORA GROUP | LENORA FAMILY OFFICE

CRD#: 108601 / SEC#: 801-57087

RIA

Registered Investment Advisory firm - (1/3/2000 Approved)

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Contact information

Main Address

2030 1st Avenue 3rd Floor, Seattle, WA 98121

Mailing Address

Phone number

(206) 258-5000

Established

Firm type

Fiscal year end

# of Employees

279

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BRIGHTON JONES LLC (8/7/2025)

Regulatory assets under management

Total Number of Accounts	3,316
AUM (Assets Under Management)	$ 14,987,100,484

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
02/14/2025	Cover Page	Report
11/17/2023	Cover Page	Report
02/17/2023	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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Advisor Monitoring

Firm Stability Insights

Morgan Everett

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

RBC CAPITAL MARKETS, LLC

RBC CAPITAL MARKETS, LLC

MYCIO WEALTH PARTNERS, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

Primary Firm SEC Registration

BRIGHTON JONES LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/15/2018

SIE

Date: 10/1/2018

Series 7

Date: 9/14/2018

Current Firm

BRIGHTON JONES LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BRIGHTON JONES LLC

TRUST BUT VERIFY

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