# MORGAN WILLIAM ANDREW

MORGAN WILLIAM ANDREW appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 4 filing roles across Form ADV (4).

## Filings (4)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| — | Form ADV | [CREDIT SUISSE SECURITIES (USA) LLC](https://search.stillhousedata.com/firm/816) | BOARD MEMBER | NEW YORK, NY |
| — | Form ADV | [ASCENDANT WEALTH MANAGEMENT LLC](https://search.stillhousedata.com/firm/145098) | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | BONITA SPRINGS, FL |
| — | Form ADV | [HERBEIN WEALTH MANAGEMENT, L.L.C.](https://search.stillhousedata.com/firm/118114) | PRESIDENT, CHIEF COMPLIANCE OFFICER | WYOMISSING, PA |
| — | Form ADV | [20/20 CAPITAL MANAGEMENT, INC](https://search.stillhousedata.com/firm/281692) | CHIEF INVESTMENT OFFICER | COSTA MESA, CA |


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Source: public SEC filing 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.