STEFANIE ANN MORGAN is an investment adviser representative (IAR) with state registration records since 2017, appearing at 2 firms. Currently registered with NRG WEALTH MANAGEMENT.
| Firm | From | To | Current |
|---|---|---|---|
| NRG WEALTH MANAGEMENT | 2017-09-13 | present | Yes |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2017-01-04 | 2018-01-02 | — |