Michael Logan Morrow
Investment adviser representative at Sequent Planning, LLC
12 yearsExperience
1 stateRegistered in
$589.5MFirm assets
8 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
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Sequent Planning, LLCMay 2021 to now
- Blue Chip Financial GroupDec 2018 to now
- Pzena Investment ManagementJul 2018 to Dec 2018
- UBS Asset ManagementApr 2014 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (NY).
Sequent Planning, LLC
$589.5MAssets managed
6,015Clients
99Advisers
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
- 6327033
- Firm CRD
- 160381