# STEFANIE ANN MORGAN

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.

## Registration history (2)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [NRG WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/289548) | 2017-09-13 | present | Yes |
| [UNITED CAPITAL FINANCIAL ADVISORS, LLC](https://search.stillhousedata.com/firm/134600) | 2017-01-04 | 2018-01-02 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2178991)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2178991.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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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.