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John F. Scott Santaguida

Mcmorgan & Company LLC

San Francisco, CA

CRD 5004531

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Employer firm

Mcmorgan & Company LLC CRD 115060

$7.61B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

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

Current Employers
Mcmorgan & Company Llc

33 New Montgomery Street Suite 2000, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2012-10-12
  • CA RA
    APPROVED
    Since 2012-10-12

Branch Locations

33 New Montgomery Street Suite 2000, San Francisco, CA 94105 • 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
OrganizationCityStateFromTo
Mcmorgan & Company Capital Advisors Llc San Francisco CA 10/2012 01/2024
Mcmorgan & Company Llc San Francisco CA 01/2008 Present
Mcmorgan & Company Capital Advisors Llc San Francisco CA 01/2024 Present
  • 10/2012 → 01/2024
    Mcmorgan & Company Capital Advisors Llc
    San Francisco, CA
  • 01/2008 → Present
    Mcmorgan & Company Llc
    San Francisco, CA
  • 01/2024 → Present
    Mcmorgan & Company Capital Advisors Llc
    San Francisco, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-01-25
  • S66 Uniform Combined State Law Examination
    2007-01-25

View on SEC IAPD

Nearby Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.

Nearby Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS

Nearby Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA

More in San Francisco, CA

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