Dennis Morton has been Managing Member, Partner, Financial Advisor of Morton Brown Family Wealth since January 2018, is a control person of the firm and directly owns between 50% and 75% of it. Dennis Morton holds a Bachelor of Arts in History from Loyola University Maryland.
Morton Brown Family Wealth LLC is an Allentown, PA firm with $483M under management, 272 clients and 5 advisers in one office, as of its May 2026 filing.
Dennis Morton is Founder & Senior Wealth Advisor of Morton Brown Family Wealth, based in Allentown, PA. After earning a degree in history, completing four years of military service and taking a corporate management job, he began his first financial-sector role at a Wall Street wirehouse. He prepares families and businesses for retirement and succession through planning.
Dennis Morton’s longest registration is the current one, 8 years at Morton Brown Family Wealth since 2018. Before joining Morton Brown Family Wealth in 2018, Dennis Morton was registered through Corbenic Partners, LLC and LPL Financial LLC.
- – present · 8 yearsAllentown, PA · Adviser representative · Firm CRD 292278
- Corbenic Partners, LLC– · 6 yearsBethlehem, PA · Adviser representative · Firm CRD 158681
- LPL Financial LLC– · 3 yearsBethlehem, PA · Adviser representative · Firm CRD 6413
Professional designations
Listed by Morton Brown Family Wealth
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
Investment adviser representative registrations
Dennis Morton is registered as an investment adviser representative in 2 states. The first approvals date from April 2018; the most recent is Texas, in October 2026.
- PennsylvaniaSince 25 April 2018
- TexasSince 14 October 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 28 December 2005 |
| Series 63 | Uniform Securities Agent State Law Examination | 21 December 2005 |
| Series 7 | General Securities Representative Examination | 14 December 2005 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Dennis Charles Morton
- CRD
- 5056676
- Firm
- Morton Brown Family Wealth · CRD 292278
- Role
- Managing Member, Partner, Financial Advisor
- Office
- 600 W. HAMILTON STREET, SUITE 510, Allentown, PA 18101
- Registration
- Investment adviser registration
- In the industry since
- December 2005
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mortonbrownfw.com
Where does Dennis Morton work?
Dennis Morton has been Managing Member, Partner, Financial Advisor of Morton Brown Family Wealth LLC since January 2018, and is a control person of the firm.
Is Dennis Morton a financial advisor?
Yes. Dennis Morton has a current investment-adviser registration in Pennsylvania and Texas, through Morton Brown Family Wealth since April 2018.
How many years of experience does Dennis Morton have?
Dennis Morton has 20 years in the financial industry, since December 2005, across 3 adviser firms.
What exams has Dennis Morton passed?
Dennis Morton has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in December 2005. FINRA credited Dennis Morton with the SIE, which began in October 2018.
Where did Dennis Morton work before Morton Brown Family Wealth?
Before Morton Brown Family Wealth, Dennis Morton was registered through LPL Financial LLC, April 2008 to October 2011.
Where is Dennis Morton based?
Dennis Morton’s registered office is in Allentown, PA.
Is Dennis Morton registered with FINRA?
No. Dennis Morton has no current broker registration.
Is Dennis Morton a CFP?
Morton Brown Family Wealth lists Dennis Morton with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Dennis Morton’s record?
Search CRD 5056676 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Dennis Morton’s full registration record.