Morgan G. Helm
Professional summary
Morgan Grace Helm, who also goes by Morgan Helm, is a registered financial professional currently at BAY CREST PARTNERS, LLC located in New York, New York.
Morgan is registered as a RR (Registered Representative) and started their career in finance in 2023. Morgan has worked at 2 firms and has passed the Series 63, Series 3, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Morgan Grace Helm's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 9, 2026 - Present
BAY CREST PARTNERS, LLC
Office #1: 40 Wall Street 42nd Floor, New York, NY 10005November 14, 2023 - February 25, 2026
DASH FINANCIAL TECHNOLOGIES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(3/9/2026)
Exams
Series 7TO
Date: 11/13/2023
General Securities Representative ExaminationFINRA
NYSE American LLC
NYSE Arca, Inc.
Nasdaq Stock Market
New York Stock Exchange
Current Firm
BAY CREST PARTNERS, LLC
CRD#: 39944 / SEC#: , 8-48931
Contact information
FINRA licenses (26 States and Territories)
Direct owners and executive officers
Disclosures
| Regulatory Event | 16 |
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