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Dennis Charles Morton

Morton Brown Family Wealth LLC

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About Dennis Charles Morton

Dennis Morton is a financial advisor with over 15 years of experience in the financial services industry. Dennis is currently a Registered Investment Advisor at Morton Brown Family Wealth LLC in Allentown, Pennsylvania, and holds a Series 63, Series 65, and Series 7 securities license. Dennis also holds the CFP® and ChFC® designations. Dennis has previously worked at Purshe Kaplan Sterling Investments and LPL Financial. Dennis focuses on providing financial planning and portfolio management services to high-net-worth individuals, corporations, and other businesses.

Firm Information

Dennis Morton is currently registered with Morton Brown Family Wealth LLC. Morton Brown Family Wealth LLC is an investment advisory firm headquartered in Allentown, Pennsylvania. They offer financial planning and portfolio management services to individuals, high-net-worth individuals, and corporations. The firm has approximately $398.97 million in regulatory assets under management.
Morton Brown Family Wealth LLC

600 W. HAMILTON STREET

ALLENTOWN, PA 18101

$398.97M

Assets Under Management

10

Total Clients

5

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.

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financial planning services

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

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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.

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fixed fees

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

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percentage of assets

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

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Dennis Morton’s Registration & Firm History

PA

04/25/2018 - Present

Morton Brown Family Wealth LLC (ALLENTOWN PA)

PA

09/30/2011 - 12/31/2017

PURSHE KAPLAN STERLING INVESTMENTS (BETHLEHEM PA)

PA

03/28/2008 - 10/13/2011

LPL FINANCIAL LLC (BETHLEHEM PA)

PA

12/15/2005 - 04/07/2008

CITIGROUP GLOBAL MARKETS INC. (ALLENTOWN PA)

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Licenses & Designations

IA

Issued 12/28/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/21/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/31/2017

SIE - Securities Industry Essentials Examination

BC

Issued 12/14/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Dennis Charles Morton.
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