Kaitlyn Ann-crawley Morgan
Investment adviser representative at Seros Wealth Partners
13 yearsExperience
1 stateRegistered in
$359.2MFirm assets
5 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 assetsHourlySubscriptionFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Seros Wealth PartnersFeb 2026 to now
- Seros FinancialFeb 2026 to now
- Sevensuede InvestmentsJun 2023 to Feb 2026
- Viori BeautySep 2021 to Jun 2023
- UnemployedMar 2017 to Aug 2021
- Quitsmoking.comOct 2013 to Feb 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Seros Wealth Partners
Legal name: Seros Financial, LLC
$359.2MAssets managed
457Clients
8Advisers
5 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
- 7788526
- Firm CRD
- 166808