CM
Carl Morganstein
from Griffin Asset Management, LLC
Carl Morganstein is a financial advisor based in New York, New York,
with 40 years of experience. Carl currently works for
Griffin Asset Management, LLC.
Carl maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Carl Morganstein works at Griffin Asset Management, LLC
Griffin Asset Management, LLC is a financial advisory firm based in New York, New York. It currently has approximately $777,214,937 of assets under management and employs about 10 people. Griffin Asset Management, LLC uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
13 years
Fee structure
A percentage of assets under your management, fixed fees and performance-based fees
Office location
230 Park Avenue, 4th Floor, New York, New York, 10169
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