Morgan S. Fleites

FRY'S PATH CAPITAL

Charlottesville, VA 22902

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CRD#: 7686977

Professional summary

Morgan Sarah Fleites, who also goes by Morgan Sarah Flagg, Morgan Fleites, is a registered financial advisor currently at FRY'S PATH CAPITAL, LLC located in Charlottesville, Virginia.

Morgan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Morgan has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Morgan Sarah Flagg | Morgan Fleites

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 Morgan Sarah Fleites'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

May 3, 2023 - Present

FRY'S PATH CAPITAL, LLC

Office #1: 427 Park Street, Charlottesville, VA 22902

RIA

CRD#: 300498

Charlottesville, VA

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

Virginia
(5/3/2023)

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 65

Date: 3/15/2023

Uniform Investment Adviser Law Examination

Current Firm

FRY'S PATH CAPITAL, LLC

CRD#: 300498 / SEC#:

Virginia

Registered Investment Advisory firm - (2/28/2023 Approved)

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Contact information

Main Address

427 Park St., Charlottesville, VA 22902

Mailing Address

Phone number

(434) 227-4489

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	2
AUM (Assets Under Management)	$ 5,100,000

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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Firm Stability Insights

Morgan S. Fleites

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Morgan Sarah Fleites's CRS (Customer Relationship Summary).

Certified licenses

Experience

FRY'S PATH CAPITAL, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/15/2023

Current Firm

FRY'S PATH CAPITAL, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FRY'S PATH CAPITAL, LLC

TRUST BUT VERIFY

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