Spencer Morgan

Employer firm

Cantor Fitzgerald Investment Advisors CRD 159296

$3.24B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• 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

• 07/2016 → 02/2017
  Efficient Market Advisors, Llc
  San Diego, CA
• 03/2017 → 04/2023
  Cantor Fitzgerald Investment Advisors Lp
  San Diego, CA
• 01/2026 → Present
  Cantor Fitzgerald Investment Advisors
  San Diego, CA
• 04/2023 → 07/2025
  Tbm Consulting Group
  Morrisville, NC
• 07/2025 → 01/2026
  Unemployed
  San Diego, CA

Previous Registrations

• 2017-03-10 → 2023-04-11
  Cantor Fitzgerald Investment Advisors
  La Jolla, CA
  New York, NY
• 2017-02-01 → 2017-03-24
  Efficient Market Advisors, Llc
  La Jolla, CA

Other Businesses

Uber Technologies; Not Investment Related; 1515 3rd Street, San Francisco, CA 94158; uber eats driver on the weekends.; Driver; 08-01-2025; Approximate number of hours devoted to this other business: 10; None during securities trading hours; Pick up food from restaurants and deliver to customers.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-02-13

Other Names

• Spencer Herbert William Morgan