CRD: 154295
Mountain View Strategic Wealth, LLC
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-02-2010
- Office Locations
- 1
Office Locations
About Mountain View Strategic Wealth, LLC
Mountain View Strategic Wealth is a New York-based RIA serving individuals and families preparing for retirement and life after work. The firm pairs its “Educate, Plan, Act” planning process with investment management focused on asset allocation and risk management, often using ETFs and mutual funds. Led by founder/CIO John S. Morgan (AIF®, APMA®) with planning support from an Esq-led team; custodies with Fidelity/NFS.
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Client Personas
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Investment Themes
Investment Vehicles
Platform
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Owner & Executives
JOHN SCOTT MORGAN
Chief Compliance Officer, Chief Investment Officer, President
- CRD
- #2030826
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $62,531,955 | $182,309 |
| Non-Discretionary | $0 | -- |
| Total | $62,531,955 | $182,309 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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