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Evan Matthew Morgan

Rosenblatt Securities Inc.

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About Evan Matthew Morgan

Evan Morgan is a securities professional with over 25 years of experience in the industry. Evan is currently registered with Rosenblatt Securities Inc. and holds Series 7, 24, and 63 licenses. Evan has been registered with Rosenblatt Securities Inc. since 2015. Prior to that, Evan was with Zelman Partners, LLC, Wedge Securities, LLC, FTN Midwest Securities Corp., First Tennessee Securities Corp., Maxus Securities Corp, and Roulston Research Corp. Evan's professional experience includes working with individual investors and providing investment advice on a variety of financial products.

Firm Information

Evan Morgan is currently registered with Rosenblatt Securities Inc.. Rosenblatt Securities Inc. is a corporation formed on August 29, 1979, with an approved status. They are registered with the Securities and Exchange Commission and in 17 states, including California, Colorado, Connecticut, Florida, Illinois, Maryland, Massachusetts, Minnesota, Missouri, New Jersey, New York, Ohio, Pennsylvania, South Carolina, Texas, Virginia, and Washington. They have reported 6 regulatory events.

Not reported

Assets Under Management

Not reported

Total Clients

32

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.

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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Evan Morgan’s Registration & Firm History

NY

05/18/2015 - Present

Rosenblatt Securities Inc. (NEW YORK NY)

OH

02/06/2013 - 05/13/2015

ZELMAN PARTNERS, LLC (BAY VILLAGE OH)

NY

08/31/2007 - 01/18/2013

WEDGE SECURITIES, LLC (NEW YORK NY)

OH

07/10/2002 - 08/09/2007

FTN MIDWEST SECURITIES CORP. (CLEVELAND OH)

TN

01/02/2001 - 10/21/2002

FIRST TENNESSEE SECURITIES CORP. (MEMPHIS TN)

OH

07/05/1996 - 01/02/2001

MAXUS SECURITIES CORP (CLEVELAND OH)

OH

09/06/1994 - 03/25/1996

ROULSTON RESEARCH CORP. (CLEVELAND OH)

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Licenses & Designations

BC

Issued 08/28/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/08/1999

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/02/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

New York Stock Exchange

Disclosures

There are no public disclosures for Evan Matthew Morgan.
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