Morgan Partners LLC
Firm details
- Headquarters
- Wellesley, Massachusetts
- CRD number
- 164032
- Registered since
- October 19, 2012
- Website
- www.morganpartners.com
Firm profile
FINTRXOverview
Morgan Partners LLC is organized as a limited liability company and is classified in FINTRX as an investment bank. The firm registered with the SEC in 2012 and is owned by an individual. FINTRX records indicate Morgan Partners does not serve as a capital allocator and is not flagged as an active ESG investor, a multistate adviser, a pension consultant, or a related adviser. The dataset does not include descriptions of the firm’s advisory activities, client segments, or fee arrangements. That absence of operational detail in the source limits what can be said about the firm’s target clients or the services it markets beyond its regulatory registration and business classification.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 7Thomas George
FinOpCRD 5378303

Hugh Keefe
Managing DirectorCRD 6098996

Ames Tardio
Managing DirectorCRD 6683034
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Wellesley, MA
Norfolk
Location
Wellesley, MA
Headquartered in Wellesley, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Norfolk
- Address
- 100 Worcester St
- Time zone
- ET (UTC-5)
- Office locations
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