John Scott Morgan
Investment adviser representative at Mountain View Strategic Wealth, LLC
14 yearsExperience
2 statesRegistered in
$62.5MFirm assets
2 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Mountain View Strategic Wealth, LLCJun 2018 to now
- Sowell ManagementJun 2018 to Nov 2021
- Marshall & Sterling Wealth Advisors, Inc.Apr 2012 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Mountain View Strategic Wealth, LLC
$62.5MAssets managed
157Clients
1Advisers
2 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
- 2030826
- Firm CRD
- 154295