Morgan Fleites (CRD# 7686977) is an Investment Advisor Representative working at Fry's Path Capital, LLC in Charlottesville, VA and has 1 year of experience in the finance industry.
CRD# 3167598
Edward Jones
CRD# 4687224
State Farm Investment Management Corp.
CRD# 6986573
Clio Asset Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fry's Path Capital | Charlottesville, VA | Mar 2021 - Current | 3 |
| Cambridge Associates | New York, NY | Jul 2016 - Mar 2021 | 4 |
| Full-time Education | Gettysburg, PA | Aug 2012 - May 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2023 |
- VA
-
Total Assets Under Management5MILLIONS
-
Total Number of Accounts2ACCOUNTS
-
Average Account Value$2,550,000
- Fixed fees (other than subscription fees)
- Performance-based fees
- Selection of other advisers (including private fund managers)
- Other
VA
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