Vice President · Morse Asset Management, Inc.
Lauren K. Adelman
CRD 5050539 · Named on Form ADV at one SEC-registered adviser
At a glance
Morse Asset Management, Inc., an SEC-registered wealth manager based in Darien, CT with $534 million in regulatory assets, lists Lauren K. Adelman on its Form ADV as Vice President, a control person.
Firms and roles
- Morse Asset Management, Inc.Vice PresidentWealth manager · Darien, CT · $534M in regulatory assets
AtlasMembers
Lauren’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Ian A. McLaughlinChief Compliance Officer & Executive Vice President, Morse Asset Management, Inc.
- Robert B. MorsePresident, Morse Asset Management, Inc.
- Jian H WangVice President & Treasurur, Morse Asset Management, Inc.
- Sarah C. MorseOwner, Morse Asset Management, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lauren’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.