Robert Daniel Morgan
Investment adviser representative at Wbi Investments, LLC
15 yearsExperience
1 stateRegistered in
$539.6MFirm assets
41 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Market timing
- Seminars and workshops
Experience
15 years in the industry.
- Millington Securities, Inc.Jan 2020 to now
- Wbi Investments, LLCNov 2018 to now
- Foreside Fund Services, LLCDec 2018 to Dec 2019
- UnemployedMar 2017 to Oct 2018
- Cowen and Company, LLCSep 2011 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Wbi Investments, LLC
$539.6MAssets managed
796Clients
3Advisers
41 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1651170
- Firm CRD
- 106336