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Managing Member, Partner, Financial Advisor · Morton Brown Family Wealth LLC

Dennis C. Morton

CRD 5056676 · Named on Form ADV at one SEC-registered adviser

At a glance

Morton Brown Family Wealth LLC, an SEC-registered wealth manager based in Allentown, PA with $483 million in regulatory assets, lists Dennis C. Morton on its Form ADV as Managing Member, Partner, Financial Advisor, a control person.

Firms and roles

AtlasMembers

Dennis’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Kathryn M. BrownManaging Member, Partner, Financial Advisor and Chief Compliance Officer, Morton Brown Family Wealth LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Dennis’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.