Justin Christopher Morganti

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

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

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

Current Employers

Employment History

• 03/2016 → 01/2018
  Hornor Townsend & Kent Inc
  Horsham, PA
• 02/2016 → 12/2017
  Penn Mutual Life Insurance Co
  Horsham, PA
• 09/2018 → 12/2022
  Advocacy Wealth Management, Llc
  Atlanta, GA
• 03/2018 → 09/2018
  Nextdoor Realty Llc
  Birmingham, AL
• 10/2024 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 01/2022 → Present
  Llh Healthcare
  Birmingham, AL
• 10/2024 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA

Previous Registrations

• 2018-11-15 → 2023-01-04
  Advocacy Wealth Management, Llc
  Birmingham, AL
  Atlanta, GA
  Birmningham, AL
  Birmingham, AL

Other Businesses

1) Live Life Healthy LLC, 3000 Galleria Circle, suite 1500, Birmingham AL 35242, 06/2021, W2 Employee, Insurance/Benefits/Human Resources, INV REL, 160 HR/MO, 80 HR/MO TRADING.

Exams

• S66 Uniform Combined State Law Examination
  2018-11-15
• S63 Uniform Securities Agent State Law Examination
  2016-03-31

Other Names

• Justin Morganti