Morgan A. Zeiber

CAPITAL AREA PLANNING GROUP

Annapolis, MD

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CRD#: 7809709

Professional summary

Morgan Adrianna Zeiber, who also goes by Morgan Zeiber, is a registered financial advisor currently at CAPITAL AREA PLANNING GROUP located in Annapolis, Maryland.

Morgan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Morgan has worked at 3 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

Morgan Zeiber

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 Adrianna Zeiber'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

June 18, 2026 - Present

CAPITAL AREA PLANNING GROUP

RIA

CRD#: 333056

Annapolis, MD

Past

June 3, 2024 - March 5, 2025

LPL FINANCIAL LLC

RIA

CRD#: 6413

WARMINSTER, PA

Past

June 3, 2024 - March 5, 2025

LPL FINANCIAL LLC

CRD#: 6413

WARMINSTER, PA

Past

February 26, 2024 - May 17, 2024

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

BALA CYNWYD, PA

Past

October 13, 2023 - May 17, 2024

EQUITABLE ADVISORS, LLC

CRD#: 6627

BALA CYNWYD, PA

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

District of Columbia
(6/18/2026)

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: 2/23/2024

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 12/11/2023

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 10/13/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 7/24/2023

Securities Industry Essentials Examination

Current Firm

CAPITAL AREA PLANNING GROUP

CAPITAL AREA PLANNING GROUP | CAPITAL AREA PLANNING GROUP, LLC

CRD#: 333056 / SEC#: 801-131246

RIA

Registered Investment Advisory firm - (10/4/2024 120-Day Approval)

District of Columbia

Registered Investment Advisory firm - (12/11/2025 Approved)

Maryland

Registered Investment Advisory firm - (1/7/2026 Approved)

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Contact information

Main Address

1255 Union Street Ne 7th Floor, Washington, DC 20002

Mailing Address

Phone number

(202) 916-5624

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CAPG FORM ADV PART 2A (10/29/2025)

CAPG ADV PART 2B DESIREE FISHER (10/23/2025)

CAPG ADV PART 2B MALCOLM ETHRIDGE (7/24/2025)

Regulatory assets under management

Total Number of Accounts	214
AUM (Assets Under Management)	$ 46,073,577

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 A. Zeiber

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Morgan Adrianna Zeiber's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/23/2024

Series 63

Date: 12/11/2023

Series 7TO

Date: 10/13/2023

SIE

Date: 7/24/2023

Current Firm

CAPITAL AREA PLANNING GROUP

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CAPITAL AREA PLANNING GROUP

TRUST BUT VERIFY

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