EM
Ewan Morkel
FIDUCIARY ORGANIZATION
Mapleton, UT 84664
Some features on this profile are disabled
CRD#: 7990325
EM
Professional summary
Ewan Morkel is a registered financial advisor currently at FIDUCIARY ORGANIZATION, LLC located in Mapleton, Utah.
Ewan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Ewan has worked at 1 firm and has passed the Series 65 and SIE exams.
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.
Morkel Financial It is not investment related 768 S 1600 W Ste A, Mapleton UT 84664 Tax Preparation and Planning Founder, Enrolled Agent, and Chief Tax Advisor Start date of 04/12/2022 Dedicate 0-240 Hours per month to this business Dedicate 0-6 hours during securities trading hours Responsible for preparing tax returns, engaging in client appointments, and business development.
CRS (Client Relationship Summary) - RIA
Click below to view Ewan Morkel'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®
NoneExperience
Current
October 15, 2024 - Present
FIDUCIARY ORGANIZATION, LLC
Office #1: 768 S 1600 W Suite A, Mapleton, UT 84664RIA
CRD#: 325661
Mapleton, UT
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
South Carolina(10/15/2024)
IAR
Utah(3/25/2025)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
FO
FIDUCIARY ORGANIZATION, LLC
FIDO | WOODMARK WEALTH MANAGEMENT, LLC | WOODMARK ADVISORS | SOUND WEALTH MANAGEMENT | MORKEL FINANCIAL PLANNING | FIDUCIARY ORGANIZATION, LLC
CRD#: 325661 / SEC#:
North Carolina
Registered Investment Advisory firm - (10/23/2024 Approved)South Carolina
Registered Investment Advisory firm - (5/24/2023 Approved)Utah
Registered Investment Advisory firm - (3/25/2025 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
217 West Stone Ave, Greenville, SC 29609
Mailing Address
Phone number
(864) 704-5114
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 84 |
| AUM (Assets Under Management) | $ 11,000,000 |
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.
