Morgan Selmi
Investment adviser representative at Broadwing Capital Advisors, Inc.
10 yearsExperience
1 stateRegistered in
$148MFirm assets
2 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Broadwing Capital Advisors, Inc.Oct 2017 to now
- Sonoma Stompers BaseballMay 2017 to Aug 2017
- ST. Vincent De Paul High SchoolJan 2017 to Jun 2025
- Fisher College/work Study ProgramJan 2016 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Broadwing Capital Advisors, Inc.
$148MAssets managed
63Clients
2Advisers
2 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
- 8210023
- Firm CRD
- 127513