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Vice President & Senior Portfolio Manager · YHB Investment Advisors Inc

Linda L. Morel

CRD 6283368 · Named on Form ADV at one SEC-registered adviser

At a glance

YHB Investment Advisors Inc, an SEC-registered wealth manager based in West Hartford, CT with $2.3 billion in regulatory assets, lists Linda L. Morel on its Form ADV as Vice President & Senior Portfolio Manager, a control person.

Firms and roles

AtlasMembers

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

SEC adviser record

Registered since
2014 (12 years)
Designations
None on file
Exams
Series 65
Registered in
1 state
Also a broker representative
No
Disclosures on record
None

AtlasMembers

Linda’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
Locked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
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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

  • Paul R. MartelPresident, YHB Investment Advisors Inc
  • Mark W. EveretteCCO, Chairman of the Board, & Senior Portfolio Manager, YHB Investment Advisors Inc
  • Dennis P. HanniganChief Investment Officer & Senior Portfolio Manager, YHB Investment Advisors Inc
  • Anne A. SpaceCEO & Senior Portfolio Manager, YHB Investment Advisors Inc
  • Thomas M. ManningCOO & Senior Portfolio Manager, YHB Investment Advisors Inc

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