# MORGAN PEABODY, INC.

MORGAN PEABODY, INC. of SHERMAN OAKS, CA is an SEC-registered investment adviser.

## Registration

- CRD: 38306
- Type: SEC-registered investment adviser
- SEC file number: 801-63291
- Location: 15303 VENTURA BLVD, BUILDING C, SUITE 1600, SHERMAN OAKS, CA, 91403
- Phone: 818-761-7100
- Latest filing: 2009-03-09
- Clients: 11

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| WILLIAMS DAVID ALLEN | PRESIDENT; PRESIDENT, CHIEF COMPLIANCE OFFICER; PRESIDENT, COO | — |
| CREASER ROBERT DALTON | CHIEF COMPLIANCE OFFICER | — |
| GREENFIELD JONATHAN JAY | VICE PRESIDENT | — |
| BROSCHE LINDA ANN | COO, CROP | — |
| BORRIES FRED ALLEN JR | CCO | — |
| BASE ROBERT STEPHEN | CFO, FINOP | — |
| MARTINEZ CELIA | SR. VICE PRESIDENT, MUNI PRINCIPAL | — |
| ZEIGER ROBERT SCOTT | PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/38306/brochure
- Similar advisers: https://search.stillhousedata.com/firm/38306/similar
- Related entities: https://search.stillhousedata.com/firm/38306/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/38306

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.