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President, Chief Investment Officer, Chief Compliance Officer · Mountain View Strategic Wealth, LLC

John S. Morgan

CRD 2030826 · Named on Form ADV at one SEC-registered adviser

At a glance

Mountain View Strategic Wealth, LLC, an SEC-registered wealth manager based in Hopewell Junction, NY with $63 million in regulatory assets, lists John S. Morgan on its Form ADV as President, Chief Investment Officer, Chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

John’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.

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