John S. Morlu Ii
CFP®Professional Summary
John S. Morlu II, CFP®, who also goes by John S. Morlu, is a registered financial advisor currently at PITHOM ADVISORS, INC. located in Woodbridge, Virginia. John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. John has worked at 1 firm and has passed the Series 63, Series 66 and Series 65 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
John S. Morlu
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Videos & Posts
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
6 years in the financial services industry
Current & Past Employments
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Current Firm
PITHOM ADVISORS, INC. | PITHOM FINANCIAL ADVISORS, INC.
Contact Information
Main Address
2200 Optiz Blvd Suite 200, Woodbridge, VA 22191Phone Number
(703) 996-4524# of Employees
1Documents
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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.
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State Registrations and Notice Filings
(1/2/2021)
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.
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CRS (Client Relationship Summary) - RIA
Click below to view John S. Morlu II's CRS (Customer Relationship Summary).
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