Michael Andrew Morey
Investment adviser representative at Morey & Quinn Wealth Partners
21 yearsExperience
2 statesRegistered in
$373.4MFirm 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
21 years in the industry.
- Cabot Lodge Securities LLCOct 2024 to now
- Michael Morey-insurance AgentOct 2024 to now
- Morey & Quinn Wealth PartnersJul 2024 to now
- Raymond James Financial Services Advisors Inc.Sep 2014 to Sep 2024
- Raymond James Financial Services, Inc.Jul 2005 to Sep 2024
- Morey-voorhees Financial ServicesJun 2005 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 2 states (NE, TX).
Morey & Quinn Wealth Partners
Legal name: Morey & Quinn Wealth Partners LLC
$373.4MAssets managed
548Clients
3Advisers
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
- 4993325
- Firm CRD
- 332074