John F. scott Santaguida
Investment adviser representative at Mcmorgan & Company LLC
18 yearsExperience
2 statesRegistered in
$7.6BFirm assets
24 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 assetsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
18 years in the industry.
- Mcmorgan & Company Capital Advisors LLCOct 2012 to now
- Mcmorgan & Company LLCJan 2008 to now
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (CA, FL).
Mcmorgan & Company LLC
$7.6BAssets managed
223Clients
1Advisers
24 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
- 5004531
- Firm CRD
- 115060