MBL WEALTH, LLC of CHARLOTTE, NC is an SEC-registered investment adviser (CRD 305176). Regulatory assets under management: $1.4B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions.
| Name | Role | Location |
|---|---|---|
| William Read Morton | PRESIDENT | — |
| Luther Amos Lockwood | CHIEF EXECUTIVE OFFICER; MANAGING MEMBER | — |
| Brian Joseph Gift | CHIEF INVESTMENT OFFICER | — |
| Jonathan Warner Dry | CHIEF STRATEGY OFFICER | — |
| Stephen Michael Marciniak | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | — |
| Morton William Read | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| Dry Jonathan Warner | CHIEF STRATEGY OFFICER | — |
| LOCKWOOD LUTHER AMOS | CHIEF EXECUTIVE OFFICER; MANAGING MEMBER | — |
| Gift Brian Joseph | CHIEF INVESTMENT OFFICER | — |
| MARCINIAK STEPHEN MICHAEL | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | — |