Michael Logan Morrow

Employer firm

Sequent Planning, LLC CRD 160381

$589M regulatory AUM 13 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Periodicals / newsletters
Educational seminars

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

Current Employers

Sequent Planning, Llc

8807 Indian Hills Drive, Omaha, NE 68114 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-05-11

NY RA
APPROVED

Since 2021-05-11

Branch Locations

Saratoga Springs, NY • United States

8807 Indian Hills Drive, Omaha, NE 68114 • 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

Organization	City	State	From	To
Sequent Planning, Llc	Saratoga Springs	NY	05/2021	Present
Blue Chip Financial Group	Saratoga Springs	NY	12/2018	Present
Pzena Investment Management	New York	NY	07/2018	12/2018
Ubs Asset Management	New York	NY	04/2014	06/2018

05/2021 → Present

Sequent Planning, Llc

Saratoga Springs, NY
12/2018 → Present

Blue Chip Financial Group

Saratoga Springs, NY
07/2018 → 12/2018

Pzena Investment Management

New York, NY
04/2014 → 06/2018

Ubs Asset Management

New York, NY

Other Businesses

1) INSURANCE AGENT - 12/2018 TO PRESENT. INVESTMENT RELATED.DUTIES INCLUDE OFFERING INSURANCE PRODUCTS AND SERVICES TO CLIENTS AND PROSPECTS. SARATOGA SPRINGS, NY

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-04-28

S65 Uniform Investment Adviser Law Examination

2021-04-28

View on SEC IAPD