Investment adviser representative · Cantor Fitzgerald Investment Advisors
Spencer Morgan
CRD 6701196 · New York, NY
At a glance
Spencer Morgan is an investment adviser representative with Cantor Fitzgerald Investment Advisors in New York, NY, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Spencer’s SEC record dates to 2017, about 9 years ago.
Current advisory firm
- Cantor Fitzgerald Investment AdvisorsSince March 2026New York, NY · $3.2B in regulatory assets
SEC adviser record
- Registered since
- 2017 (9 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Spencer’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
- 2 firmsLocked
- 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
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: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Cantor Fitzgerald Investment Advisors
- Joshua L. AbercrombieNew York
- Glenn AmbachNew York · Chartered Financial Analyst
- John M. BacigalupiNew York
- John D. BrimNew York · Chartered Financial Analyst
- John T. BruceNew York · Chartered Financial Analyst
- Robert BurkeNew York
- Owen BurnsNew York
- Timothy A. CollierNew York
Every advisor at Cantor Fitzgerald Investment Advisors →Cantor Fitzgerald Investment Advisors: assets, clients and custodians →Financial advisors in New York, NY →Every Cantor Fitzgerald Investment Advisors advisor in New York →Advisor Moves: who changed firms this week →