Maurice Simpson Linton
Investment adviser representative at Eagle's Crest Advisors, LLC
29 yearsExperience
1 stateRegistered in
$125.9MFirm assets
1 yearFirm 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
29 years in the industry.
- Eagle's Crest Advisors, LLCJun 2026 to now
- Schwab Wealth Advisory IncJan 2012 to Jun 2026
- Charles Schwab & Co., Inc.Jun 1997 to Jun 2026
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (FL).
Eagle's Crest Advisors, LLC
$125.9MAssets managed
60Clients
3Advisers
1 yearIn 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
- 2852881
- Firm CRD
- 335252