linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Cathy Clay Cash

Morton Wealth

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Cathy? Claim Your Profile

About Cathy Clay Cash

Cathy Clay Cash is a registered investment advisor representative with Morton Wealth, based in Santa Barbara, California. Cathy has been in the financial services industry since 1996, previously working for Northern Trust Securities and Citigroup Global Markets. Cathy is licensed in California and specializes in providing financial planning, pension consulting, and portfolio management services to individuals, high net worth individuals, businesses, charities, and pooled investment vehicles.

Firm Information

Cathy Cash is currently registered with Morton Wealth. Morton Wealth is a wealth management firm headquartered in Calabasas, CA. They provide a wide range of services to high-net-worth individuals, corporations, pension plans, and charitable organizations. The firm is registered with the SEC and has a long history of providing personalized investment advice and portfolio management services.
Morton Wealth

27200 AGOURA ROAD

CALABASAS, CA 91301

$2.65B

Assets Under Management

Not reported

Total Clients

28

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Cathy Cash’s Registration & Firm History

CA

01/01/2025 - Present

Morton Wealth (Santa Barbara CA)

CA

09/13/2005 - 06/21/2007

NORTHERN TRUST SECURITIES, INC. (SANTA BARBARA CA)

NY

11/12/2002 - 05/05/2005

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

Not sure if Cathy Clay Cash is right for you?

Licenses & Designations

IA

Issued 07/02/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/21/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/11/2002

Series 7 - General Securities Representative Examination

BC

Issued 09/24/1996

Series 2 - Non-Member General Securities Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Cathy Clay Cash.
Not sure if Cathy Clay Cash is right for you?