Carey Anne Morgan

Current Employers

Livelihood Llc

1315 Walnut Street, Suite 300, Philadelphia, PA 19107 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2023-03-08
NJ	RA	APPROVED	2021-08-23
PA	RA	APPROVED	2019-05-13

NY RA
APPROVED

Since 2023-03-08
NJ RA
APPROVED

Since 2021-08-23
PA RA
APPROVED

Since 2019-05-13

Branch Locations

Philadelphia, PA • United States

1315 Walnut Street, Suite 300, Philadelphia, PA 19107 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Livelihood Llc	Philadelphia	PA	04/2016	Present
New Century Trust	Philadelphia, Pa	PA	10/2016	04/2019
City Of Philadelphia	Philadelphia	PA	02/2013	09/2016

04/2016 → Present

Livelihood Llc

Philadelphia, PA
10/2016 → 04/2019

New Century Trust

Philadelphia, Pa, PA
02/2013 → 09/2016

City Of Philadelphia

Philadelphia, PA

Other Businesses

The Merchant Fund It is not investment-related 1617 JFK Boulevard, 20th Floor Philadelphia, PA 19103 The organization makes grants to small businesses Board of Directors, Treasurer January 2021 I spend about 3 hours per month on this activity I spend 0 hours during securities trading hours on this activity Duties: Advising the Board on financial matters, liaison with third party investment manager, oversight of the Finance Committee, developing long term financial strategy, developing financial policies.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2019-03-25

S65 Uniform Investment Adviser Law Examination

2019-03-25

Designations

View on SEC IAPD