William Read Morton

Employer firm

Mbl Advisors CRD 305176

$1.42B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 04/2012 → 08/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC
• 04/2013 → 08/2018
  Bank Of America, N.A.
  Charlotte, NC
• 08/2018 → Present
  M Holdings Securities, Llc
  Portland, OR
• 08/2018 → Present
  Mbl Advisors
  Charlotte, NC
• 10/2019 → Present
  Mbl Wealth, Llc
  Charlotte, NC

Previous Registrations

• 2013-08-27 → 2018-08-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC

Other Businesses

1) SERVE ON BOARD OF DIRECTORS OF E. DILLON & CO., A LIMESTONE QUARRY OWNED BY MY FAMILY FOR 150 YEARS. THE ADDRESS IS 2522 SWORDS CREEK RD, SWORDS CREEK VA 24649. THE BOARD MEETS QUARTER ANNUALLY. 2) MBL ADVISORS INC; 1017 E MOREHEAD STREET, SUITE 100, CHARLOTTE, NC 28204; 8/6/2018; MANAGING DIRECTOR; NOT INVESTMENT RELATED; 0 HOURS/MONTH; 0 HOURS/MONTH DURING BUSINESS HOURS; NO COMPENSATION 3) MBL WEALTH, LLC; 1017 E MOREHEAD STREET, SUITE 100, CHARLOTTE, NC 28204; 02/05/2020; PRESIDENT; INDEPENDENT RIA; INVESTMENT RELATED; 160 HOURS/MONTH; 160 HOURS/MONTH DURING BUSINESS HOURS; OWNERSHIP. 4) ARKETA CAPITAL PARTNERS, LLC; 1641 DILWORTH ROAD WEST CHARLOTTE, NC 28203; HOLDING COMPANY; INVESTMENT RELATED; MEMBER; HOLDING COMPANY FOR PRIVATE INVESTMENTS; 8/26/25; 0 HO/MO.

Exams

• S66 Uniform Combined State Law Examination
  2013-08-26

Other Names

• William Morton
• Billy Morton