linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Kelly Anne Morgan

Cerity Partners LLC

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

About Kelly Anne Morgan

Kelly Anne Morgan is an investment advisor representative at Cerity Partners LLC and has been in the industry since 2008. Kelly Anne Morgan is registered in Massachusetts, Louisiana, New Hampshire, and Texas as an investment advisor representative. Kelly Anne Morgan has passed the Series 65 exam, the Uniform Investment Adviser Law Examination, and is a Registered Investment Advisor. Kelly Anne Morgan specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, selection of other advisors, and portfolio management for pooled investment vehicles. Kelly Anne Morgan has worked at a number of firms including Seaward Management LP, Seaward Management Business Trust, Prio Wealth LP, Seaward Fiduciary Services LLC, Prio Wealth Business Trust, and Cerity Partners, LLC.

Firm Information

Kelly Morgan is currently registered with Cerity Partners LLC. Cerity Partners LLC is an investment advisor headquartered in NEW YORK, NY. With over 700 employees and over $80 billion in assets under management, they offer a wide range of services including financial planning, pension consulting, portfolio management for individuals, businesses, and pooled investment vehicles, and more. They primarily serve high-net-worth individuals, pension and profit-sharing plans, and charitable organizations.
Cerity Partners LLC

99 PARK AVENUE

NEW YORK, NY 10016

$80.57B

Assets Under Management

75

Total Clients

409

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

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.

check

tax services; bill pay

Tax services; bill pay

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.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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.

Kelly Morgan’s Registration & Firm History

MA

01/03/2025 - Present

Cerity Partners LLC (BOSTON MA)

Not sure if Kelly Anne Morgan is right for you?

Licenses & Designations

IA

Issued 09/09/2008

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kelly Anne Morgan.
Not sure if Kelly Anne Morgan is right for you?