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Chief Operating Officer · Morton Wealth

Stacey L. McKinnon

CRD 6526531 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Morton Wealth, an SEC-registered wealth manager based in Calabasas, CA with $3.5 billion in regulatory assets, lists Stacey L. McKinnon on its Form ADV as Chief Operating Officer, a control person. The SEC filings also name Stacey at 1 other registered adviser.

Firms and roles

  • Morton WealthChief Operating OfficerWealth manager · Calabasas, CA · $3.5B in regulatory assets
  • M83 Investment Group, LLCChief Operating Officer and ManagerAsset manager · Calabasas, CA · $191M in regulatory assets

AtlasMembers

Stacey’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 each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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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 (9)

4 more people named with Stacey on the same filings, with titles and firms. Free in Atlas with a free account.

See all 9 free

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