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Michael W Morgan

Cabrera Capital Markets, LLC

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About Michael W Morgan

Michael W. Morgan is a financial advisor with over 28 years of experience in the industry. Michael is currently registered with Cabrera Capital Markets, LLC in New York, NY. Michael has previously held positions at MML Investors Services, LLC, Seaport Global Securities LLC, CRT Capital Group LLC, FTN Financial Securities Corp and Spear, Leeds & Kellogg, L.P.. Michael has a wide range of experience in the financial services industry and is committed to providing his clients with the highest level of service and expertise.

Firm Information

Michael Morgan is currently registered with Cabrera Capital Markets, LLC. Cabrera Capital Markets, LLC is a Limited Liability Company formed in April 2007. The firm is registered with the SEC and has a presence in 30 states.

Not reported

Assets Under Management

Not reported

Total Clients

30

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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Michael Morgan’s Registration & Firm History

NY

01/10/2023 - Present

Cabrera Capital Markets, LLC (NEW YORK NY)

NY

04/01/2021 - 12/08/2021

MML INVESTORS SERVICES, LLC (NEW YORK NY)

CT

09/07/2016 - 06/03/2019

SEAPORT GLOBAL SECURITIES LLC (GREENWICH CT)

CT

11/10/2010 - 06/29/2016

CRT CAPITAL GROUP LLC (STAMFORD CT)

NY

01/07/2005 - 10/26/2010

FTN FINANCIAL SECURITIES CORP (NEW YORK NY)

NY

09/30/1993 - 01/07/2005

SPEAR, LEEDS & KELLOGG, L.P. (NEW YORK NY)

NY

07/25/1987 - 09/14/1989

CARROLL MCENTEE & MCGINLEY INCORPORATED (NEW YORK CITY NY)

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Licenses & Designations

BC

Issued 05/13/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/18/1999

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/08/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael W Morgan.
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