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Eric Jay Selter

Morton Wealth

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About Eric Jay Selter

Eric Selter is a financial advisor with Morton Wealth. Eric has been in the industry since 1998 and has a strong track record of success in helping clients achieve their financial goals. Eric has held previous positions at Investment Security Corporation and Ogilvie Security Advisors Corporation. Eric is a Series 7 and Series 66 licensed advisor and is registered to provide investment advice in California.

Firm Information

Eric Selter 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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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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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Eric Selter’s Registration & Firm History

CA

01/01/2025 - Present

Morton Wealth (CALABASAS CA)

CA

05/18/2000 - 12/20/2002

INVESTMENT SECURITY CORPORATION (CALABASAS CA)

IL

10/23/1998 - 04/26/2000

OGILVIE SECURITY ADVISORS CORPORATION (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 01/05/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/22/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eric Jay Selter.
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