Morgan Wade Alley

Employer firm

Mwa Investments, LLC CRD 156685

$250M regulatory AUM 38 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/1996 → Present
  Dunton, Simmons & Dunton, L.L.P.
  White Stone, VA

Other Businesses

I AM CURRENTLY A PARTNER IN THE LAW FIRM OF DUNTON, SIMMONS & DUTON, L.L.P. THE BUSINESS IS NOT INVESTMENT-RELATED. I CURRENTLY WORK IN THE FIELDS OF ESTATE PLANNING, ESTATE ADMINISTRATION, TAXATION AND CORPORATE LAW. I HAVE WORKED AT THE FIRM SINCE AUGUST OF 1996. THE FIRM IS LOCATED AT 678 RAPPAHANNOCK DRIVE, WHITE STONE, VIRGINIA 22578. I DEVOTE APPROXIMATELY FORTY HOURS PER WEEK TO MY WORK IN THE LEGAL FIELD. APPROXIMATELY 2/3 OF THESE HOURS ARE DURING TRADING HOURS.

Designations

• Certified Financial Planner