This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- BNY Mellon · Charles Schwab & Company · Citibank · Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-01-2016
- Office Locations
- 1
Office Locations
About Morse Asset Management, Inc.
Morse Asset Management is a Connecticut-based RIA serving retail and institutional clients with discretionary portfolio management built around its Balanced and Equity strategies. The firm focuses on asset allocation and ETF-based implementation, with portfolio construction and estate-planning support geared in part to entrepreneurs. For distribution partners, it runs model/SMA-style portfolios and operates across major custodians including Schwab and BNY Mellon.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
SARAH CUMMINGS MORSE
Owner
- CRD
- --
- Ownership
- 50% but less than 75%
IAN ANDREW MCLAUGHLIN
Chief Compliance Officer, EXECUTIVE VICE PRESIDENT
- CRD
- --
- Ownership
- 10% but less than 25%
Showing 2 of 5 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $534,298,000 | $1,861,666 |
| Non-Discretionary | $0 | -- |
| Total | $534,298,000 | $1,861,666 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing