MOUNTAIN VIEW STRATEGIC WEALTH, LLC

MOUNTAIN VIEW STRATEGIC WEALTH, LLC of HOPEWELL JUNCTION, NY is an SEC-registered investment adviser (CRD 154295). Regulatory assets under management: $62.5M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

NameRoleLocation
John Scott MorganPRESIDENT, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER—
MORGAN JOHN SCOTTPRESIDENT, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER—

Branch offices (2)

CityStateEmployeesPhone
CLIFTON PARKNY15183516998
CLIFTON PARKNY15183516998

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