Dennis Charles Morton
Investment adviser representative at Morton Brown Family Wealth LLC
18 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$483.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Morton Brown Family Wealth LLCApr 2018 to now
- Purshe Kaplan Sterling Investments, Inc.Sep 2011 to Dec 2017
- Corbenic Partners, LLCMar 2008 to Apr 2018
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 1 state (PA).
Morton Brown Family Wealth LLC
$483.5MAssets managed
272Clients
7Advisers
8 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
- 5056676
- Firm CRD
- 292278