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Morgan C. Frees

ADDISON CAPITAL
Conshohocken, PA 19428
Some features on this profile are disabled
CRD#: 7427561
MF

Professional summary

Morgan Carter Frees is a registered financial advisor currently at ADDISON CAPITAL located in Conshohocken, Pennsylvania and NEST INVESTMENTS BD LLC located in Conshohocken, Pennsylvania.

Morgan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Morgan has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

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 name of the other business: Addison Capital whether the business is investment-related: Yes the address of the other business: 20 Ash Street, Suite 330, Conshohocken, PA 19428 the nature of the other business: investment advisory your position: Director & Wealth Advisor title, or relationship with the other business: Wealth Advisor the start date of your relationship: 11/3/2023 the approximate number of hours/month you devote to the other business: 152 the number of hours you devote to the other business during securities trading hours: 152

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Morgan Carter Frees'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®
None

Experience

Current

December 5, 2023 - Present

ADDISON CAPITAL

Office #1: 20 Ash Street Suite 330, Conshohocken, PA 19428
RIA
CRD#: 144853
Conshohocken, PA
Current

November 12, 2023 - Present

NEST INVESTMENTS BD LLC

Office #1: 20 Ash Street Suite 300, Conshohocken, PA 19428Office #2: 20 Ash Street Suite 300, Conshohocken, PA 19148
BD
CRD#: 294417
Conshohocken, PA
Past

October 8, 2021 - November 1, 2023

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
Philadelphia, PA
Past

September 16, 2021 - November 1, 2023

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
Philadelphia, PA

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".
AC
ADDISON CAPITAL
ADDISON CAPITAL | MICHAEL A. CHURCH | ADDISON CAPITAL, LLC | ADDISON CAPITAL, INC. | ADDISON CAPITAL CO.

CRD#: 144853 / SEC#: 801-68352

RIA
Registered Investment Advisory firm - (9/27/2007 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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
New Jersey
(11/12/2023)
IAR
New Jersey
(12/6/2023)
RR
Pennsylvania
(11/12/2023)
IAR
Pennsylvania
(12/5/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/8/2021
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 9/15/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 8/10/2021
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

AC
ADDISON CAPITAL
ADDISON CAPITAL | MICHAEL A. CHURCH | ADDISON CAPITAL, LLC | ADDISON CAPITAL, INC. | ADDISON CAPITAL CO.

CRD#: 144853 / SEC#: 801-68352

RIA
Registered Investment Advisory firm - (9/27/2007 Approved)
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Contact information

Main Address
20 Ash Street Suite 330, Conshohocken, PA 19428
Mailing Address
Phone number
(215) 563-6919
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (8 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2 BROCHURE (ADDISON CAPITAL) (3/25/2025)

Regulatory assets under management

Total Number of Accounts526
AUM (Assets Under Management)$ 807,973,231

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

ADDISON CAPITAL

CRD#: 144853Conshohocken, PA 19428

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