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Executive Managing Director · Burnham Sterling Asset Management LLC

Michael D. Morgan

CRD 3176778 · Named on Form ADV at one SEC-registered adviser

At a glance

Burnham Sterling Asset Management LLC, an SEC-registered private fund adviser based in COS COB, CT with $207 million in regulatory assets, lists Michael D. Morgan on its Form ADV as Executive Managing Director, a control person.

Firms and roles

AtlasMembers

Michael’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

  • Joonho LeeVice President/chief Compliance Officer, Burnham Sterling Asset Management LLC

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