Morgan Wright Haeberlin
Investment adviser representative at Spc
13 yearsExperience
1 stateRegistered in
$6.1BFirm assets
42 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- SpcDec 2025 to now
- Sigma Financial CorporationDec 2025 to now
- Sigma Planning CorpDec 2025 to now
- UnemployedAug 2025 to Nov 2025
- Grove Point Advisors, LLCApr 2021 to Jul 2025
- Grove Point Investments, LLCApr 2021 to Jul 2025
- H Beck, Inc.Aug 2018 to Mar 2021
- UnemployedJul 2018 to Aug 2018
- Fidelity InvestmentsAug 2012 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (VA).
Spc
Legal name: Sigma Planning Corporation
$6.1BAssets managed
30,916Clients
474Advisers
42 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
- 6239207
- Firm CRD
- 110692