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Michael W. S. Morton

Morton Financial Advice LLC

Harvard, MA

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Current Employers
Morton Financial Advice Llc

Harvard, MA • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-08-27
NY RA APPROVED 2026-06-30
PA RA APPROVED 2023-05-10
CA RA APPROVED 2021-07-12
MA RA APPROVED 2018-09-04
  • CO RA
    APPROVED
    Since 2026-08-27
  • NY RA
    APPROVED
    Since 2026-06-30
  • PA RA
    APPROVED
    Since 2023-05-10
  • CA RA
    APPROVED
    Since 2021-07-12
  • MA RA
    APPROVED
    Since 2018-09-04

Branch Locations

Harvard, MA • 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
Morton Financial Advice, Llc Harvard MA 02/2018 Present
M. Scott Morton Harvard MA 06/2012 02/2018
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-06-05
  • S65 Uniform Investment Adviser Law Examination
    2018-06-05
Designations
Other Names
  • Mike Morton

View on SEC IAPD

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