Eric Jay Selter

Employer firm

Morton Wealth CRD 141250

$3.47B regulatory AUM 14 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 01/1983 → Present
  Cms Inc.
  Van Nuys, CA
• 07/2006 → Present
  Morton Capital Management
  Los Angeles, CA

Previous Registrations

• 2008-04-25 → 2015-01-08
  Cms Inc.
  Studio City, CA
• 1999-01-05 → 2006-09-27
  Morton Management, Inc.
  Calabasas, CA

Exams

• S66 Uniform Combined State Law Examination
  1999-01-05