Tristan Wade Morgan
Investment adviser representative at Capital Analysts
8 yearsExperience
2 statesRegistered in
$8.8BFirm assets
14 yearsFirm in business
Are you Tristan Wade Morgan? Claim your profile
Contact this firm
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.
- Portfolio management
- Pension consulting
Experience
8 years in the industry.
- Capital AnalystsJun 2021 to now
- Lincoln InvestmentJun 2021 to now
- Tree City Tax Service, LLCDec 2019 to now
- Equitable Advisors, LLCJan 2021 to Jun 2021
- Saint-gobain NorproNov 2013 to Jan 2021
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Capital Analysts
Legal name: Capital Analysts, LLC
$8.8BAssets managed
15,840Clients
596Advisers
14 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
- 7328777
- Firm CRD
- 162200