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Mountain View Strategic Wealth, LLC CRD 154295
$62.5M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
200 North Drive I.PArk Suite 103, Hopewell Junction, NY 12533 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-11-29 |
| TX | RA | APPROVED_RES | 2020-06-05 |
Branch Locations
200 North Drive I.PArk Suite 103, Hopewell Junction, NY 12533 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Marshall & Sterling Wealth Advisors, Inc. | Poughekkpsie | NY | 04/2012 | 05/2018 |
| Mountain View Strategic Wealth, Llc | Hopewell Junction | NY | 06/2018 | Present |
| Sowell Management | North Little Rock | AR | 06/2018 | 11/2021 |
John S. Morgan serves as a volunteer Board of Education Trustee of the Wappingers Central School District; Board of Education meetings are generally held in the evening, outside of securities trading hours. John S. Morgan serves as a volunteer on the Board of Directors of the Dutchess County - Poughkeepsie Land Bank; Board of Directors meetings are generally held in the evening, outside of securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-05-08 |
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