Michael Brian Privett

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

• 06/2010 → Present
  Commonwealth Financial Network
  Waltham, MA
• 06/2010 → Present
  Manning Wealth Management, Inc.
  San Diego, CA
• 01/2021 → Present
  Morton Capital Management
  Calabasas, CA

Previous Registrations

• 2010-06-08 → 2020-12-31
  Commonwealth Financial Network
  San Diego, CA
• 2012-11-01 → 2020-12-31
  Manning Wealth Management, Inc.
  San Diego, CA
• 2008-02-21 → 2010-06-07
  Lpl Financial Llc
  Coronado, CA
  San Diego, CA
  San Diego, CA
  San Diego, CA
• 2008-02-22 → 2010-02-04
  The Gensler Group
  Coronado, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-07-21

Designations

• Chartered Financial Consultant