Morgan Thomas Gojanovich
Investment adviser representative at Guardian Wealth Advisors, LLC
11 yearsExperience
1 stateRegistered in
$2.7BFirm assets
6 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
Experience
11 years in the industry.
- Guardian Wealth Advisors, LLCJun 2026 to now
- Family OfficeAug 2025 to Jun 2026
- Advisory Services Network/ Olde Raleigh Financial GroupAug 2024 to Aug 2025
- First Horizon BankJul 2020 to May 2024
- American Savings BankOct 2015 to Jul 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (NC).
Guardian Wealth Advisors, LLC
$2.7BAssets managed
2,262Clients
33Advisers
6 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
- 7998683
- Firm CRD
- 305412