Morgan Adrianna Zeiber

Employer firm

Capital Area Planning Group CRD 333056

$64.8M regulatory AUM 6 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• TAX PREP AND PLANNING SERVICES

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

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

Current Employers

Employment History

• 05/2025 → Present
  Capital Area Planning Group, Llc
  Washington, DC
• 09/2023 → 05/2024
  Equitable Advisors, Llc
  New York, NY
• 11/2022 → 06/2024
  Marriott
  Conshohocken, PA
• 08/2019 → 05/2023
  Saint Joseph's University
  Philadelphia, PA
• 06/2021 → 11/2022
  Chickie & Pete's
  Philadelphia, PA
• 01/2022 → 07/2022
  Johnson & Johnson
  New Brunswick, NJ
• 02/2021 → 07/2021
  Nudy's Café
  Conshohocken, PA
• 02/2021 → 06/2021
  Philadelphia Country Club
  Gladwyne, PA
• 08/2020 → 01/2021
  Amerisourcebergen
  Conshohocken, PA
• 11/2019 → 03/2020
  Landmark Americana
  Philadelphia, PA
• 09/2020 → 02/2021
  Landmark America
  Philadelphia, PA
• 12/2019 → 01/2020
  Berks Fire Water Restorations
  Reading, PA
• 10/2018 → 08/2019
  Austin's Restaurant And Bar
  West Lawn, PA
• 08/2014 → 06/2019
  Wilson Highschool
  Reading, PA
• 06/2024 → 05/2025
  Lpl Financial Llc
  Warminster, PA
• 06/2024 → 05/2025
  American Heritage Fcu
  Warminster, PA

Previous Registrations

• 2024-06-03 → 2025-03-05
  Lpl Financial Llc
  Warminster, PA
  Warminster, PA
  San Diego, CA
• 2024-02-26 → 2024-05-17
  Equitable Advisors, Llc
  Bala Cynwyd, PA

Exams

• S66 Uniform Combined State Law Examination
  2024-02-23
• S63 Uniform Securities Agent State Law Examination
  2023-12-11

Other Names

• Morgan Zeiber