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Chief Compliance Officer/director of Finance · Financial Designs Corporation

Greg A. Morton

CRD 5771231 · Named on Form ADV at one SEC-registered adviser

At a glance

Financial Designs Corporation, an SEC-registered wealth manager based in Claremont, CA with $508 million in regulatory assets, lists Greg A. Morton on its Form ADV as Chief Compliance Officer/director of Finance.

Firms and roles

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Greg’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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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

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